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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,969 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,704 | $64,768-44.9% | $76,383-53.3% | $77,762-54.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 79.3%+20.7pp | 70.6%+29.4pp |
| Annual return | 14.44% | 13.90%+0.5pp | 13.79%+0.6pp | 31.27%-16.8pp |
| Employer contribution / active EE | $1,731 | $2,747-37.0% | $4,587-62.3% | $2,728-36.5% |
| Participant deferral / active EE | $2,585 | $3,709-30.3% | $5,474-52.8% | $4,651-44.4% |
| Admin fee / account holder | $7 | $1,025-99.4% | $5,147-99.9% | $433-98.5% |