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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,455 | $49,468-64.7% | $150,298-88.4% | $103,975-83.2% |
| Participation rate | 81.5% | 58.1%+23.3pp | 77.8%+3.7pp | 72.5%+8.9pp |
| Annual return | 13.07% | 38.98%-25.9pp | 62.79%-49.7pp | 19.41%-6.3pp |
| Employer contribution / active EE | $540 | $1,670-67.6% | $4,154-87.0% | $3,722-85.5% |
| Participant deferral / active EE | $857 | $2,650-67.7% | $5,453-84.3% | $5,343-84.0% |
| Admin fee / account holder | $11 | $385-97.2% | $14,116-99.9% | $332-96.8% |