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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,034 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,996 | $46,464-20.4% | $150,298-75.4% | $79,634-53.5% |
| Participation rate | 94.9% | 57.0%+38.0pp | 77.8%+17.2pp | 62.5%+32.4pp |
| Annual return | 12.88% | 27.89%-15.0pp | 62.79%-49.9pp | 36.46%-23.6pp |
| Employer contribution / active EE | $1,566 | $1,512+3.6% | $4,154-62.3% | $2,529-38.1% |
| Participant deferral / active EE | $1,925 | $2,157-10.8% | $5,453-64.7% | $3,835-49.8% |
| Admin fee / account holder | $10 | $891-98.8% | $14,116-99.9% | $1,002-99.0% |