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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,018 | $51,226-37.5% | $82,744-61.3% | $66,938-52.2% |
| Participation rate | 94.2% | 67.9%+26.4pp | 72.6%+21.7pp | 69.8%+24.4pp |
| Annual return | -12.73% | -9.61%-3.1pp | 702.22%-714.9pp | 1.58%-14.3pp |
| Employer contribution / active EE | $3,480 | $2,612+33.2% | $3,008+15.7% | $2,545+36.7% |
| Participant deferral / active EE | $1,979 | $3,460-42.8% | $4,395-55.0% | $4,238-53.3% |
| Admin fee / account holder | $7 | $416-98.2% | $5,325-99.9% | $594-98.8% |