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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,852 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,754 | $106,264-5.2% | $147,117-31.5% | $77,762+29.6% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 15.82% | 56.94%-41.1pp | 420.54%-404.7pp | 31.27%-15.4pp |
| Employer contribution / active EE | $4,399 | $4,074+8.0% | $4,932-10.8% | $2,728+61.2% |
| Participant deferral / active EE | $4,208 | $8,003-47.4% | $8,065-47.8% | $4,651-9.5% |
| Admin fee / account holder | $9 | $334-97.2% | $12,993-99.9% | $433-97.8% |