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| Provider | Service type | Compensation |
|---|---|---|
NYHART4 years Service code 15 · EIN 35-0966414 | Recordkeeping | $10,868 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,701 | $91,424-63.1% | $135,942-75.2% | $71,495-52.9% |
| Participation rate | 96.6% | 75.7%+21.0pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 22.93% | 29.90%-7.0pp | 68.28%-45.3pp | 28.85%-5.9pp |
| Employer contribution / active EE | $3,849 | $3,704+3.9% | $4,858-20.8% | $2,589+48.7% |
| Participant deferral / active EE | $5,739 | $7,092-19.1% | $7,759-26.0% | $4,291+33.7% |
| Admin fee / account holder | $58 | $1,266-95.4% | $10,764-99.5% | $1,588-96.3% |