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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,954 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,190 | $55,470-70.8% | $155,556-89.6% | $74,478-78.3% |
| Participation rate | 81.9% | 61.9%+20.0pp | 78.2%+3.7pp | 67.2%+14.7pp |
| Annual return | 17.38% | 269.80%-252.4pp | 64.84%-47.5pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $709 | $2,267-68.7% | $4,675-84.8% | $2,626-73.0% |
| Participant deferral / active EE | $1,678 | $2,838-40.9% | $5,631-70.2% | $4,350-61.4% |
| Admin fee / account holder | $8 | $1,744-99.5% | $15,885-99.9% | $1,946-99.6% |