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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $23,249 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,937 | $89,652-70.0% | $141,177-80.9% | $65,185-58.7% |
| Participation rate | 96.6% | 74.7%+21.9pp | 82.5%+14.2pp | 70.2%+26.4pp |
| Annual return | 28.17% | 32.79%-4.6pp | 71.40%-43.2pp | 29.38%-1.2pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,193 | $5,691+61.5% | $6,710+37.0% | $3,514+161.6% |
| Admin fee / account holder | $130 | $569-77.2% | $10,263-98.7% | $847-84.7% |