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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $11,863 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,063 | $101,653-37.0% | $147,080-56.4% | $74,459-14.0% |
| Participation rate | 94.5% | 75.6%+19.0pp | 82.2%+12.3pp | 67.2%+27.3pp |
| Annual return | 15.81% | 8754.98%-8739.2pp | 420.17%-404.4pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $4,553 | $3,813+19.4% | $4,933-7.7% | $2,626+73.4% |
| Participant deferral / active EE | $18,151 | $7,304+148.5% | $8,066+125.0% | $4,350+317.3% |
| Admin fee / account holder | $31 | $1,752-98.3% | $12,989-99.8% | $1,945-98.4% |