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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,936 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,339 | $104,482-17.4% | $159,455-45.9% | $79,393+8.7% |
| Participation rate | 95.1% | 76.6%+18.5pp | 82.8%+12.2pp | 70.7%+24.4pp |
| Annual return | 13.74% | 67.96%-54.2pp | 263.63%-249.9pp | 116.87%-103.1pp |
| Employer contribution / active EE | $2,003 | $3,416-41.4% | $4,830-58.5% | $2,428-17.5% |
| Participant deferral / active EE | $3,992 | $6,467-38.3% | $7,353-45.7% | $4,046-1.3% |
| Admin fee / account holder | $9 | $711-98.7% | $10,800-99.9% | $627-98.5% |