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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $568 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,160 | $61,172-47.4% | $185,851-82.7% | $79,389-59.5% |
| Participation rate | 83.7% | 66.6%+17.1pp | 81.7%+2.0pp | 70.7%+13.0pp |
| Annual return | 15.70% | 19.45%-3.7pp | 122.11%-106.4pp | 116.89%-101.2pp |
| Employer contribution / active EE | $448 | $2,321-80.7% | $5,168-91.3% | $2,428-81.5% |
| Participant deferral / active EE | $3,122 | $2,788+12.0% | $5,569-43.9% | $4,046-22.8% |
| Admin fee / account holder | $3 | $710-99.6% | $16,245-100.0% | $626-99.6% |