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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $491 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,642 | $77,908-63.2% | $149,696-80.9% | $75,173-61.9% |
| Participation rate | 80.7% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 13.63% | 31.73%-18.1pp | 134.46%-120.8pp | 160.72%-147.1pp |
| Employer contribution / active EE | $473 | $3,138-84.9% | $4,821-90.2% | $2,671-82.3% |
| Participant deferral / active EE | $1,413 | $3,411-58.6% | $5,682-75.1% | $4,126-65.8% |
| Admin fee / account holder | $5 | $5,950-99.9% | $13,212-100.0% | $5,651-99.9% |