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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $567 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,342 | $51,223-29.1% | $82,763-56.1% | $66,949-45.7% |
| Participation rate | 88.1% | 67.9%+20.2pp | 72.6%+15.6pp | 69.8%+18.3pp |
| Annual return | -16.10% | -9.85%-6.3pp | 702.45%-718.5pp | 1.57%-17.7pp |
| Employer contribution / active EE | $1,079 | $2,611-58.7% | $3,008-64.1% | $2,545-57.6% |
| Participant deferral / active EE | $2,787 | $3,460-19.5% | $4,395-36.6% | $4,239-34.3% |
| Admin fee / account holder | $4 | $415-99.1% | $5,325-99.9% | $594-99.4% |