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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $3,824 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,892 | $50,820+11.9% | $155,567-63.4% | $77,671-26.8% |
| Participation rate | 73.6% | 63.1%+10.5pp | 78.2%-4.6pp | 70.6%+3.1pp |
| Annual return | 13.99% | 34.85%-20.9pp | 64.74%-50.7pp | 31.21%-17.2pp |
| Employer contribution / active EE | $2,934 | $1,993+47.2% | $4,674-37.2% | $2,726+7.6% |
| Participant deferral / active EE | $1,927 | $2,823-31.8% | $5,628-65.8% | $4,648-58.5% |
| Admin fee / account holder | $7 | $436-98.5% | $15,916-100.0% | $430-98.5% |