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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,240 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,535 | $46,332-70.8% | $143,797-90.6% | $64,824-79.1% |
| Participation rate | 95.5% | 64.2%+31.3pp | 80.3%+15.2pp | 71.5%+24.0pp |
| Annual return | -14.99% | -10.05%-4.9pp | -0.04%-15.0pp | 32.84%-47.8pp |
| Employer contribution / active EE | $3,012 | $1,911+57.6% | $4,952-39.2% | $2,507+20.2% |
| Participant deferral / active EE | $1,088 | $2,647-58.9% | $5,638-80.7% | $4,311-74.8% |
| Admin fee / account holder | $8 | $154-95.1% | $14,679-99.9% | $188-95.9% |