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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $2,233 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,456 | $55,437-1.8% | $155,534-65.0% | $74,459-26.9% |
| Participation rate | 89.7% | 61.9%+27.8pp | 78.2%+11.5pp | 67.2%+22.5pp |
| Annual return | 15.58% | 269.58%-254.0pp | 64.92%-49.3pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $2,681 | $2,266+18.3% | $4,675-42.7% | $2,626+2.1% |
| Participant deferral / active EE | $2,427 | $2,837-14.5% | $5,630-56.9% | $4,350-44.2% |
| Admin fee / account holder | $8 | $1,742-99.5% | $15,900-99.9% | $1,945-99.6% |