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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $14,097 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,499 | $36,904-44.5% | $158,223-87.0% | $65,191-68.6% |
| Participation rate | 99.4% | 62.1%+37.3pp | 79.2%+20.2pp | 63.0%+36.4pp |
| Annual return | 18.29% | 24.43%-6.1pp | 52.09%-33.8pp | 51.24%-33.0pp |
| Employer contribution / active EE | $1,195 | $1,489-19.8% | $4,109-70.9% | $2,400-50.2% |
| Participant deferral / active EE | $1,506 | $1,936-22.2% | $5,467-72.4% | $2,671-43.6% |
| Admin fee / account holder | $11 | $793-98.6% | $16,047-99.9% | $907-98.8% |