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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,097 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,502 | $65,092+55.9% | $143,799-29.4% | $66,938+51.6% |
| Participation rate | 98.3% | 65.2%+33.0pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | -10.93% | -11.14%+0.2pp | -0.04%-10.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $4,976 | $2,362+110.7% | $4,952+0.5% | $2,545+95.5% |
| Participant deferral / active EE | $5,023 | $2,920+72.0% | $5,638-10.9% | $4,238+18.5% |
| Admin fee / account holder | $4 | $502-99.2% | $14,677-100.0% | $594-99.3% |