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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,126 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,627 | $65,083-68.3% | $143,788-85.7% | $66,930-69.2% |
| Participation rate | 91.9% | 65.2%+26.7pp | 80.3%+11.6pp | 69.8%+22.1pp |
| Annual return | -11.37% | -11.13%-0.2pp | -0.03%-11.3pp | 1.57%-12.9pp |
| Employer contribution / active EE | $980 | $2,361-58.5% | $4,952-80.2% | $2,545-61.5% |
| Participant deferral / active EE | $2,689 | $2,920-7.9% | $5,638-52.3% | $4,238-36.6% |
| Admin fee / account holder | $8 | $502-98.5% | $14,675-99.9% | $593-98.7% |