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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,033 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,268 | $65,071-68.9% | $143,770-85.9% | $66,923-69.7% |
| Participation rate | 98.7% | 65.2%+33.5pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -11.08% | -11.14%+0.1pp | -0.04%-11.0pp | 1.58%-12.7pp |
| Employer contribution / active EE | $1,987 | $2,361-15.8% | $4,951-59.9% | $2,545-21.9% |
| Participant deferral / active EE | $1,499 | $2,919-48.6% | $5,638-73.4% | $4,237-64.6% |
| Admin fee / account holder | $8 | $502-98.4% | $14,673-99.9% | $593-98.6% |