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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,849 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,704 | $45,343-32.3% | $150,298-79.6% | $67,986-54.8% |
| Participation rate | 95.3% | 51.9%+43.5pp | 77.8%+17.6pp | 57.2%+38.1pp |
| Annual return | 13.06% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $1,583 | $1,462+8.3% | $4,154-61.9% | $2,019-21.6% |
| Participant deferral / active EE | $1,884 | $2,055-8.3% | $5,453-65.4% | $3,358-43.9% |
| Admin fee / account holder | $8 | $2,250-99.6% | $14,116-99.9% | $3,203-99.7% |