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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,414 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,945 | $66,124-60.8% | $90,461-71.3% | $73,497-64.7% |
| Participation rate | 71.9% | 69.7%+2.2pp | 72.7%-0.8pp | 70.7%+1.2pp |
| Annual return | 25.78% | 17.65%+8.1pp | 1294.76%-1269.0pp | 28.51%-2.7pp |
| Employer contribution / active EE | $1,482 | $2,346-36.8% | $3,264-54.6% | $2,270-34.7% |
| Participant deferral / active EE | $2,150 | $3,039-29.3% | $3,964-45.8% | $3,740-42.5% |
| Admin fee / account holder | $7 | $396-98.3% | $5,617-99.9% | $513-98.7% |