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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $545 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,423 | $58,264-23.8% | $86,617-48.7% | $71,495-37.9% |
| Participation rate | 84.8% | 65.0%+19.8pp | 71.7%+13.1pp | 67.9%+16.8pp |
| Annual return | 17.92% | 21.63%-3.7pp | 591.91%-574.0pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,356 | $2,574-47.3% | $3,023-55.2% | $2,589-47.6% |
| Participant deferral / active EE | $2,981 | $3,436-13.3% | $4,437-32.8% | $4,291-30.5% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,613-99.9% | $1,588-99.8% |