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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $8,341 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,227 | $56,540-66.0% | $185,849-89.7% | $86,821-77.9% |
| Participation rate | 89.3% | 65.5%+23.8pp | 81.7%+7.6pp | 72.3%+17.0pp |
| Annual return | 12.41% | 118.20%-105.8pp | 122.10%-109.7pp | 97.94%-85.5pp |
| Employer contribution / active EE | $1,444 | $1,844-21.7% | $5,169-72.1% | $2,406-40.0% |
| Participant deferral / active EE | $1,156 | $2,555-54.8% | $5,569-79.2% | $4,132-72.0% |
| Admin fee / account holder | $10 | $150-93.0% | $16,244-99.9% | $170-93.8% |