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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $684 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,305 | $65,440+5.9% | $98,506-29.6% | $85,851-19.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.07% | 21.75%-5.7pp | 1494.92%-1478.8pp | 318.63%-302.6pp |
| Employer contribution / active EE | $2,502 | $2,169+15.4% | $2,961-15.5% | $2,565-2.5% |
| Participant deferral / active EE | $3,994 | $3,168+26.1% | $4,277-6.6% | $3,952+1.0% |
| Admin fee / account holder | $4 | $4,596-99.9% | $5,955-99.9% | $6,261-99.9% |