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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $26,416 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,018 | $36,002-50.0% | $161,489-88.8% | $64,728-72.2% |
| Participation rate | 94.6% | 57.4%+37.2pp | 78.7%+15.9pp | 57.9%+36.7pp |
| Annual return | 12.48% | 33.93%-21.5pp | 89.72%-77.2pp | 49.38%-36.9pp |
| Employer contribution / active EE | $2,522 | $1,380+82.8% | $4,268-40.9% | $2,243+12.4% |
| Participant deferral / active EE | $2,546 | $1,815+40.3% | $5,630-54.8% | $2,729-6.7% |
| Admin fee / account holder | $66 | $931-92.9% | $16,006-99.6% | $1,145-94.2% |