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| Provider | Service type | Compensation |
|---|---|---|
NYHART6 years Service code 15 · EIN 35-0966414 | Recordkeeping | $25,213 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,943 | $82,188-35.6% | $125,391-57.8% | $64,824-18.3% |
| Participation rate | 72.9% | 77.9%-5.0pp | 82.4%-9.5pp | 71.5%+1.4pp |
| Annual return | -16.03% | 3.50%-19.5pp | 572.41%-588.4pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,337 | $3,617-63.0% | $4,816-72.2% | $2,507-46.7% |
| Participant deferral / active EE | $4,273 | $7,177-40.5% | $7,448-42.6% | $4,311-0.9% |
| Admin fee / account holder | $48 | $163-70.7% | $10,009-99.5% | $188-74.6% |