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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,792 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,623 | $61,166-49.9% | $185,849-83.5% | $79,391-61.4% |
| Participation rate | 99.5% | 66.6%+32.8pp | 81.7%+17.8pp | 70.7%+28.7pp |
| Annual return | 11.97% | 19.45%-7.5pp | 122.10%-110.1pp | 116.88%-104.9pp |
| Employer contribution / active EE | $1,339 | $2,321-42.3% | $5,169-74.1% | $2,428-44.9% |
| Participant deferral / active EE | $3,753 | $2,789+34.6% | $5,569-32.6% | $4,046-7.2% |
| Admin fee / account holder | $7 | $710-99.0% | $16,244-100.0% | $627-98.9% |