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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,121 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,677 | $95,406-60.5% | $185,849-79.7% | $85,847-56.1% |
| Participation rate | 93.6% | 68.8%+24.9pp | 81.7%+11.9pp | 69.3%+24.3pp |
| Annual return | 19.42% | 23.59%-4.2pp | 122.10%-102.7pp | 318.61%-299.2pp |
| Employer contribution / active EE | $546 | $3,314-83.5% | $5,169-89.4% | $2,565-78.7% |
| Participant deferral / active EE | $2,498 | $3,424-27.0% | $5,569-55.1% | $3,952-36.8% |
| Admin fee / account holder | $8 | $7,214-99.9% | $16,244-100.0% | $6,261-99.9% |