Filed March 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $11,634 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,812 | $56,540-40.2% | $185,849-81.8% | $86,821-61.1% |
| Participation rate | 80.2% | 65.5%+14.7pp | 81.7%-1.5pp | 72.3%+7.9pp |
| Annual return | 12.77% | 118.20%-105.4pp | 122.10%-109.3pp | 97.94%-85.2pp |
| Employer contribution / active EE | $1,412 | $1,844-23.5% | $5,169-72.7% | $2,406-41.3% |
| Participant deferral / active EE | $1,827 | $2,555-28.5% | $5,569-67.2% | $4,132-55.8% |
| Admin fee / account holder | $0 | $150-100.0% | $16,244-100.0% | $170-100.0% |