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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,613 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,758 | $47,163+128.5% | $149,696-28.0% | $74,460+44.7% |
| Participation rate | 86.7% | 63.4%+23.3pp | 78.8%+7.9pp | 70.7%+16.0pp |
| Annual return | 16.33% | 22.75%-6.4pp | 134.46%-118.1pp | 34.38%-18.0pp |
| Employer contribution / active EE | $6,691 | $1,907+250.9% | $4,821+38.8% | $2,638+153.6% |
| Participant deferral / active EE | $5,040 | $2,730+84.6% | $5,682-11.3% | $4,530+11.3% |
| Admin fee / account holder | $3 | $343-99.2% | $13,212-100.0% | $348-99.2% |