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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 | $43,496-29.4% | $161,489-81.0% | $64,340-52.3% |
| Participation rate | 95.3% | 53.5%+41.8pp | 78.7%+16.6pp | 55.2%+40.1pp |
| Annual return | 13.06% | 20.76%-7.7pp | 89.72%-76.7pp | 24.14%-11.1pp |
| Employer contribution / active EE | $1,583 | $1,431+10.6% | $4,268-62.9% | $1,862-15.0% |
| Participant deferral / active EE | $1,884 | $1,996-5.6% | $5,630-66.5% | $2,980-36.8% |
| Admin fee / account holder | $8 | $2,330-99.6% | $16,006-99.9% | $3,703-99.8% |