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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 | $60,393-19.2% | $81,820-40.4% | $74,429-34.5% |
| Participation rate | 78.5% | 62.9%+15.6pp | 72.4%+6.1pp | 67.2%+11.3pp |
| Annual return | 16.85% | 16.89%0pp | 777.93%-761.1pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $1,966 | $2,626-25.1% | $2,915-32.6% | $2,625-25.1% |
| Participant deferral / active EE | $2,263 | $3,397-33.4% | $4,323-47.6% | $4,348-47.9% |
| Admin fee / account holder | $6 | $1,491-99.6% | $7,391-99.9% | $1,944-99.7% |