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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,332 | $65,125-76.5% | $143,797-89.3% | $66,949-77.1% |
| Participation rate | 90.2% | 65.2%+25.0pp | 80.3%+9.9pp | 69.8%+20.4pp |
| Annual return | -11.44% | -11.13%-0.3pp | -0.04%-11.4pp | 1.57%-13.0pp |
| Employer contribution / active EE | $910 | $2,362-61.5% | $4,952-81.6% | $2,545-64.2% |
| Participant deferral / active EE | $1,151 | $2,920-60.6% | $5,638-79.6% | $4,239-72.8% |
| Admin fee / account holder | $9 | $503-98.3% | $14,679-99.9% | $594-98.5% |