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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $992 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,383 | $91,474-23.1% | $135,982-48.2% | $71,529-1.6% |
| Participation rate | 95.3% | 75.7%+19.7pp | 81.9%+13.4pp | 67.9%+27.4pp |
| Annual return | 18.12% | 29.89%-11.8pp | 68.32%-50.2pp | 28.97%-10.9pp |
| Employer contribution / active EE | $3,507 | $3,705-5.3% | $4,859-27.8% | $2,590+35.4% |
| Participant deferral / active EE | $4,395 | $7,095-38.0% | $7,760-43.4% | $4,291+2.4% |
| Admin fee / account holder | $4 | $1,267-99.7% | $10,767-100.0% | $1,588-99.7% |