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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,957 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,677 | $43,496-1.9% | $161,489-73.6% | $64,340-33.7% |
| Participation rate | 98.2% | 53.5%+44.7pp | 78.7%+19.5pp | 55.2%+43.0pp |
| Annual return | 11.66% | 20.76%-9.1pp | 89.72%-78.1pp | 24.14%-12.5pp |
| Employer contribution / active EE | $2,255 | $1,431+57.6% | $4,268-47.2% | $1,862+21.1% |
| Participant deferral / active EE | $3,186 | $1,996+59.6% | $5,630-43.4% | $2,980+6.9% |
| Admin fee / account holder | $8 | $2,330-99.7% | $16,006-99.9% | $3,703-99.8% |