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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $856 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,670 | $61,172-54.8% | $185,851-85.1% | $79,389-65.1% |
| Participation rate | 85.4% | 66.6%+18.7pp | 81.7%+3.6pp | 70.7%+14.6pp |
| Annual return | 19.07% | 19.45%-0.4pp | 122.11%-103.0pp | 116.89%-97.8pp |
| Employer contribution / active EE | $2,204 | $2,321-5.0% | $5,168-57.4% | $2,428-9.2% |
| Participant deferral / active EE | $4,462 | $2,788+60.0% | $5,569-19.9% | $4,046+10.3% |
| Admin fee / account holder | $3 | $710-99.5% | $16,245-100.0% | $626-99.4% |