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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,824 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,892 | $50,919+11.7% | $155,556-63.4% | $77,762-26.8% |
| Participation rate | 73.6% | 63.1%+10.5pp | 78.2%-4.6pp | 70.6%+3.0pp |
| Annual return | 13.99% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,934 | $1,991+47.3% | $4,675-37.3% | $2,728+7.5% |
| Participant deferral / active EE | $1,927 | $2,824-31.8% | $5,631-65.8% | $4,651-58.6% |
| Admin fee / account holder | $7 | $437-98.5% | $15,885-100.0% | $433-98.5% |