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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 | $46,688-8.6% | $189,758-77.5% | $69,733-38.8% |
| Participation rate | 98.2% | 61.7%+36.5pp | 79.8%+18.4pp | 62.5%+35.8pp |
| Annual return | 11.66% | 14.35%-2.7pp | 52.62%-41.0pp | 15.22%-3.6pp |
| Employer contribution / active EE | $2,255 | $1,695+33.0% | $4,767-52.7% | $2,250+0.2% |
| Participant deferral / active EE | $3,186 | $2,143+48.7% | $5,856-45.6% | $3,054+4.3% |
| Admin fee / account holder | $8 | $1,700-99.5% | $20,388-100.0% | $3,102-99.7% |