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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $4,589 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,555 | $50,860-34.0% | $155,574-78.4% | $77,714-56.8% |
| Participation rate | 94.4% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.8pp |
| Annual return | 12.43% | 34.86%-22.4pp | 64.87%-52.4pp | 31.26%-18.8pp |
| Employer contribution / active EE | $1,530 | $1,991-23.1% | $4,676-67.3% | $2,727-43.9% |
| Participant deferral / active EE | $1,727 | $2,825-38.9% | $5,629-69.3% | $4,649-62.9% |
| Admin fee / account holder | $9 | $436-97.9% | $15,914-99.9% | $433-97.9% |