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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,356 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,543 | $58,888-63.4% | $178,499-87.9% | $73,493-70.7% |
| Participation rate | 95.5% | 66.2%+29.2pp | 81.9%+13.5pp | 70.7%+24.8pp |
| Annual return | 17.66% | 24.86%-7.2pp | 151.10%-133.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $936 | $2,236-58.1% | $5,011-81.3% | $2,270-58.8% |
| Participant deferral / active EE | $1,579 | $2,568-38.5% | $5,202-69.6% | $3,740-57.8% |
| Admin fee / account holder | $7 | $400-98.3% | $13,986-100.0% | $513-98.7% |