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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,785 | $95,417+9.8% | $135,974-22.9% | $74,460+40.7% |
| Participation rate | 83.5% | 78.2%+5.3pp | 81.9%+1.6pp | 70.7%+12.7pp |
| Annual return | 18.78% | 32.76%-14.0pp | 68.30%-49.5pp | 34.38%-15.6pp |
| Employer contribution / active EE | $5,389 | $3,878+39.0% | $4,859+10.9% | $2,638+104.3% |
| Participant deferral / active EE | $9,688 | $7,789+24.4% | $7,760+24.8% | $4,530+113.9% |
| Admin fee / account holder | $2 | $266-99.1% | $10,767-100.0% | $348-99.3% |