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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,584 | $101,672+21.6% | $147,117-16.0% | $74,478+65.9% |
| Participation rate | 87.7% | 75.5%+12.1pp | 82.2%+5.5pp | 67.2%+20.5pp |
| Annual return | 14.08% | 8757.83%-8743.7pp | 420.54%-406.5pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $3,418 | $3,813-10.4% | $4,932-30.7% | $2,626+30.2% |
| Participant deferral / active EE | $6,722 | $7,305-8.0% | $8,065-16.6% | $4,350+54.5% |
| Admin fee / account holder | $6 | $1,753-99.7% | $12,993-100.0% | $1,946-99.7% |