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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $334 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,011 | $51,638-82.6% | $68,368-86.8% | $82,448-89.1% |
| Participation rate | 98.1% | 63.6%+34.5pp | 73.8%+24.3pp | 68.1%+30.0pp |
| Annual return | 14.78% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $923 | $2,047-54.9% | $2,649-65.1% | $2,551-63.8% |
| Participant deferral / active EE | $944 | $2,914-67.6% | $4,123-77.1% | $4,139-77.2% |
| Admin fee / account holder | $3 | $4,643-99.9% | $5,150-99.9% | $7,234-100.0% |