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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,433 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,863 | $61,172-34.8% | $185,851-78.6% | $79,389-49.8% |
| Participation rate | 92.4% | 66.6%+25.8pp | 81.7%+10.7pp | 70.7%+21.7pp |
| Annual return | 15.05% | 19.45%-4.4pp | 122.11%-107.1pp | 116.89%-101.8pp |
| Employer contribution / active EE | $727 | $2,321-68.7% | $5,168-85.9% | $2,428-70.1% |
| Participant deferral / active EE | $2,531 | $2,788-9.2% | $5,569-54.5% | $4,046-37.4% |
| Admin fee / account holder | $7 | $710-99.0% | $16,245-100.0% | $626-98.9% |