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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $461 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,311 | $84,493-62.9% | $125,381-75.0% | $66,938-53.2% |
| Participation rate | 86.8% | 76.4%+10.4pp | 82.4%+4.4pp | 69.8%+17.0pp |
| Annual return | -12.66% | -8.49%-4.2pp | 572.31%-585.0pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,952 | $3,554-45.1% | $4,815-59.5% | $2,545-23.3% |
| Participant deferral / active EE | $4,614 | $6,783-32.0% | $7,448-38.0% | $4,238+8.9% |
| Admin fee / account holder | $2 | $685-99.7% | $10,007-100.0% | $594-99.6% |