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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,017 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,802 | $62,132-44.0% | $185,861-81.3% | $73,497-52.6% |
| Participation rate | 98.6% | 67.8%+30.8pp | 78.0%+20.6pp | 70.7%+27.9pp |
| Annual return | 14.68% | 20.44%-5.8pp | 35.96%-21.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,337 | $1,681+39.0% | $4,088-42.8% | $2,270+3.0% |
| Participant deferral / active EE | $4,142 | $3,711+11.6% | $5,634-26.5% | $3,740+10.8% |
| Admin fee / account holder | $10 | $419-97.7% | $9,503-99.9% | $513-98.1% |