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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,677 | $82,163-4.2% | $125,381-37.2% | $64,819+21.4% |
| Participation rate | 77.0% | 77.9%-0.8pp | 82.4%-5.3pp | 71.5%+5.6pp |
| Annual return | -12.82% | 3.49%-16.3pp | 572.31%-585.1pp | 32.84%-45.7pp |
| Employer contribution / active EE | $2,577 | $3,616-28.7% | $4,815-46.5% | $2,507+2.8% |
| Participant deferral / active EE | $7,565 | $7,175+5.4% | $7,448+1.6% | $4,311+75.5% |
| Admin fee / account holder | $9 | $163-94.5% | $10,007-99.9% | $188-95.2% |