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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,591 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,775 | $60,454-19.3% | $81,844-40.4% | $74,459-34.5% |
| Participation rate | 78.5% | 63.0%+15.6pp | 72.4%+6.2pp | 67.2%+11.3pp |
| Annual return | 16.85% | 16.87%0pp | 778.87%-762.0pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $1,966 | $2,630-25.2% | $2,916-32.6% | $2,626-25.1% |
| Participant deferral / active EE | $2,263 | $3,398-33.4% | $4,323-47.7% | $4,350-48.0% |
| Admin fee / account holder | $6 | $1,490-99.6% | $7,355-99.9% | $1,945-99.7% |