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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,401 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,871 | $61,356-56.2% | $149,696-82.0% | $71,511-62.4% |
| Participation rate | 80.6% | 62.5%+18.1pp | 78.8%+1.9pp | 67.9%+12.7pp |
| Annual return | 17.12% | 35.86%-18.7pp | 134.46%-117.3pp | 28.86%-11.7pp |
| Employer contribution / active EE | $1,923 | $2,382-19.3% | $4,821-60.1% | $2,589-25.7% |
| Participant deferral / active EE | $1,615 | $2,920-44.7% | $5,682-71.6% | $4,291-62.3% |
| Admin fee / account holder | $5 | $1,263-99.6% | $13,212-100.0% | $1,588-99.7% |