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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,802 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,723 | $106,236-76.7% | $112,249-78.0% | $64,819-61.9% |
| Participation rate | 86.5% | 71.7%+14.8pp | 75.1%+11.4pp | 71.5%+15.0pp |
| Annual return | -14.11% | -6.02%-8.1pp | 27.48%-41.6pp | 32.84%-47.0pp |
| Employer contribution / active EE | $1,067 | $3,166-66.3% | $3,636-70.7% | $2,507-57.4% |
| Participant deferral / active EE | $2,430 | $3,785-35.8% | $4,729-48.6% | $4,311-43.6% |
| Admin fee / account holder | $5 | $452-98.8% | $6,412-99.9% | $188-97.2% |