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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,338 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,885 | $47,135+5.8% | $149,717-66.7% | $74,440-33.0% |
| Participation rate | 78.6% | 63.4%+15.2pp | 78.8%-0.1pp | 70.7%+7.9pp |
| Annual return | 18.52% | 22.75%-4.2pp | 134.41%-115.9pp | 34.37%-15.9pp |
| Employer contribution / active EE | $3,052 | $1,906+60.1% | $4,820-36.7% | $2,638+15.7% |
| Participant deferral / active EE | $2,016 | $2,728-26.1% | $5,682-64.5% | $4,529-55.5% |
| Admin fee / account holder | $3 | $343-99.1% | $13,213-100.0% | $348-99.1% |