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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,530 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,980 | $47,163-38.6% | $149,696-80.6% | $74,460-61.1% |
| Participation rate | 88.4% | 63.4%+25.0pp | 78.8%+9.6pp | 70.7%+17.6pp |
| Annual return | 16.05% | 22.75%-6.7pp | 134.46%-118.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,291 | $1,907-32.3% | $4,821-73.2% | $2,638-51.1% |
| Participant deferral / active EE | $3,128 | $2,730+14.6% | $5,682-45.0% | $4,530-31.0% |
| Admin fee / account holder | $3 | $343-99.1% | $13,212-100.0% | $348-99.1% |