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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $997 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,600 | $65,083-40.7% | $143,788-73.2% | $66,930-42.3% |
| Participation rate | 98.1% | 65.2%+32.9pp | 80.3%+17.8pp | 69.8%+28.3pp |
| Annual return | -16.77% | -11.13%-5.6pp | -0.03%-16.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $3,147 | $2,361+33.3% | $4,952-36.4% | $2,545+23.7% |
| Participant deferral / active EE | $2,200 | $2,920-24.6% | $5,638-61.0% | $4,238-48.1% |
| Admin fee / account holder | $12 | $502-97.7% | $14,675-99.9% | $593-98.0% |