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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,527 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,748 | $61,172-59.5% | $185,851-86.7% | $79,389-68.8% |
| Participation rate | 96.7% | 66.6%+30.1pp | 81.7%+15.0pp | 70.7%+26.0pp |
| Annual return | 30.96% | 19.45%+11.5pp | 122.11%-91.1pp | 116.89%-85.9pp |
| Employer contribution / active EE | $2,528 | $2,321+8.9% | $5,168-51.1% | $2,428+4.1% |
| Participant deferral / active EE | $1,376 | $2,788-50.7% | $5,569-75.3% | $4,046-66.0% |
| Admin fee / account holder | $12 | $710-98.3% | $16,245-99.9% | $626-98.1% |