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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $945 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,445 | $73,848-64.2% | $143,799-81.6% | $68,486-61.4% |
| Participation rate | 96.6% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.7pp |
| Annual return | -16.46% | 0.91%-17.4pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,186 | $3,184-62.7% | $4,952-76.0% | $2,597-54.3% |
| Participant deferral / active EE | $2,164 | $3,385-36.1% | $5,638-61.6% | $4,028-46.3% |
| Admin fee / account holder | $150 | $5,755-97.4% | $14,677-99.0% | $5,404-97.2% |