Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $2,540 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,323 | $46,332-64.8% | $143,797-88.6% | $64,824-74.8% |
| Participation rate | 82.5% | 64.2%+18.3pp | 80.3%+2.2pp | 71.5%+11.0pp |
| Annual return | -13.08% | -10.05%-3.0pp | -0.04%-13.0pp | 32.84%-45.9pp |
| Employer contribution / active EE | $1,191 | $1,911-37.7% | $4,952-75.9% | $2,507-52.5% |
| Participant deferral / active EE | $2,501 | $2,647-5.5% | $5,638-55.6% | $4,311-42.0% |
| Admin fee / account holder | $19 | $154-87.7% | $14,679-99.9% | $188-89.9% |