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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,067 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,194 | $46,332+133.5% | $143,799-24.8% | $64,819+66.9% |
| Participation rate | 76.6% | 64.2%+12.3pp | 80.3%-3.7pp | 71.5%+5.1pp |
| Annual return | -13.98% | -10.05%-3.9pp | -0.04%-13.9pp | 32.84%-46.8pp |
| Employer contribution / active EE | $5,873 | $1,911+207.3% | $4,952+18.6% | $2,507+134.3% |
| Participant deferral / active EE | $4,398 | $2,647+66.1% | $5,638-22.0% | $4,311+2.0% |
| Admin fee / account holder | $4 | $154-97.2% | $14,677-100.0% | $188-97.7% |