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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,865 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,500 | $61,391+132.1% | $149,723-4.8% | $71,529+99.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 12.42% | 35.88%-23.5pp | 134.50%-122.1pp | 28.97%-16.5pp |
| Employer contribution / active EE | $1,584 | $2,384-33.5% | $4,821-67.1% | $2,590-38.8% |
| Participant deferral / active EE | $3,195 | $2,921+9.4% | $5,682-43.8% | $4,291-25.6% |
| Admin fee / account holder | $9 | $1,264-99.3% | $13,215-99.9% | $1,588-99.4% |