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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,452 | $61,166+61.0% | $185,849-47.0% | $79,391+24.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 16.41% | 19.45%-3.0pp | 122.10%-105.7pp | 116.88%-100.5pp |
| Employer contribution / active EE | $2,797 | $2,321+20.5% | $5,169-45.9% | $2,428+15.2% |
| Participant deferral / active EE | $4,540 | $2,789+62.8% | $5,569-18.5% | $4,046+12.2% |
| Admin fee / account holder | $12 | $710-98.3% | $16,244-99.9% | $627-98.1% |