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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,998 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,149 | $60,393-45.1% | $81,820-59.5% | $74,429-55.5% |
| Participation rate | 89.9% | 62.9%+27.0pp | 72.4%+17.5pp | 67.2%+22.6pp |
| Annual return | 13.28% | 16.89%-3.6pp | 777.93%-764.7pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $1,509 | $2,626-42.6% | $2,915-48.2% | $2,625-42.5% |
| Participant deferral / active EE | $1,950 | $3,397-42.6% | $4,323-54.9% | $4,348-55.2% |
| Admin fee / account holder | $10 | $1,491-99.4% | $7,391-99.9% | $1,944-99.5% |