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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,939 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,052 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,281 | $50,860-38.5% | $155,574-79.9% | $77,714-59.7% |
| Participation rate | 87.8% | 63.1%+24.7pp | 78.2%+9.6pp | 70.6%+17.2pp |
| Annual return | 16.40% | 34.86%-18.5pp | 64.87%-48.5pp | 31.26%-14.9pp |
| Employer contribution / active EE | $1,441 | $1,991-27.6% | $4,676-69.2% | $2,727-47.1% |
| Participant deferral / active EE | $3,227 | $2,825+14.2% | $5,629-42.7% | $4,649-30.6% |
| Admin fee / account holder | $23 | $436-94.7% | $15,914-99.9% | $433-94.7% |