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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 | $36,904-51.2% | $158,223-88.6% | $65,191-72.4% |
| Participation rate | 94.6% | 62.1%+32.5pp | 79.2%+15.4pp | 63.0%+31.6pp |
| Annual return | 12.48% | 24.43%-11.9pp | 52.09%-39.6pp | 51.24%-38.8pp |
| Employer contribution / active EE | $2,522 | $1,489+69.3% | $4,109-38.6% | $2,400+5.1% |
| Participant deferral / active EE | $2,546 | $1,936+31.5% | $5,467-53.4% | $2,671-4.7% |
| Admin fee / account holder | $66 | $793-91.7% | $16,047-99.6% | $907-92.7% |