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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $15,490 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,342 | $84,493-54.6% | $125,381-69.4% | $66,938-42.7% |
| Participation rate | 92.8% | 76.4%+16.4pp | 82.4%+10.4pp | 69.8%+23.0pp |
| Annual return | -10.60% | -8.49%-2.1pp | 572.31%-582.9pp | 1.58%-12.2pp |
| Employer contribution / active EE | $2,786 | $3,554-21.6% | $4,815-42.1% | $2,545+9.5% |
| Participant deferral / active EE | $4,920 | $6,783-27.5% | $7,448-33.9% | $4,238+16.1% |
| Admin fee / account holder | $104 | $685-84.8% | $10,007-99.0% | $594-82.5% |