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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $3,019 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,209 | $55,446-69.0% | $155,574-88.9% | $74,429-76.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.78% | 269.20%-257.4pp | 64.87%-53.1pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $2,078 | $2,266-8.3% | $4,676-55.6% | $2,625-20.8% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $11 | $1,743-99.4% | $15,914-99.9% | $1,944-99.4% |