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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,461 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,722 | $101,591-12.7% | $147,096-39.7% | $74,429+19.2% |
| Participation rate | 95.9% | 75.5%+20.3pp | 82.2%+13.7pp | 67.2%+28.6pp |
| Annual return | 18.24% | 8746.45%-8728.2pp | 419.75%-401.5pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $3,916 | $3,813+2.7% | $4,936-20.7% | $2,625+49.2% |
| Participant deferral / active EE | $5,030 | $7,302-31.1% | $8,071-37.7% | $4,348+15.7% |
| Admin fee / account holder | $10 | $1,750-99.4% | $13,005-99.9% | $1,944-99.5% |