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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 | $101,539-36.9% | $147,041-56.4% | $74,400-13.9% |
| Participation rate | 94.5% | 75.5%+19.0pp | 82.2%+12.4pp | 67.2%+27.3pp |
| Annual return | 15.81% | 8740.84%-8725.0pp | 419.21%-403.4pp | 1367.51%-1351.7pp |
| Employer contribution / active EE | $4,553 | $3,811+19.5% | $4,935-7.7% | $2,624+73.5% |
| Participant deferral / active EE | $18,151 | $7,304+148.5% | $8,071+124.9% | $4,348+317.4% |
| Admin fee / account holder | $31 | $1,749-98.3% | $13,006-99.8% | $1,944-98.4% |