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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,657 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,517 | $81,358-67.4% | $155,556-83.0% | $80,959-67.2% |
| Participation rate | 94.1% | 66.3%+27.9pp | 78.2%+15.9pp | 67.7%+26.4pp |
| Annual return | 19.44% | 33.39%-13.9pp | 64.84%-45.4pp | 35.67%-16.2pp |
| Employer contribution / active EE | $2,672 | $3,106-14.0% | $4,675-42.8% | $2,757-3.1% |
| Participant deferral / active EE | $3,120 | $3,455-9.7% | $5,631-44.6% | $4,300-27.4% |
| Admin fee / account holder | $16 | $7,994-99.8% | $15,885-99.9% | $6,925-99.8% |