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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,308 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,282 | $95,406-78.7% | $185,849-89.1% | $85,847-76.4% |
| Participation rate | 98.9% | 68.8%+30.1pp | 81.7%+17.2pp | 69.3%+29.6pp |
| Annual return | 14.83% | 23.59%-8.8pp | 122.10%-107.3pp | 318.61%-303.8pp |
| Employer contribution / active EE | $641 | $3,314-80.6% | $5,169-87.6% | $2,565-75.0% |
| Participant deferral / active EE | $2,450 | $3,424-28.4% | $5,569-56.0% | $3,952-38.0% |
| Admin fee / account holder | $8 | $7,214-99.9% | $16,244-100.0% | $6,261-99.9% |