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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,003 |
Employer contribution per participant 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 | $31,035 | $47,766-35.0% | $82,763-62.5% | $64,824-52.1% |
| Participation rate | 85.0% | 67.7%+17.3pp | 72.6%+12.4pp | 71.5%+13.5pp |
| Annual return | -12.20% | -13.06%+0.9pp | 702.45%-714.6pp | 32.84%-45.0pp |
| Employer contribution / active EE | $315 | $2,182-85.5% | $3,008-89.5% | $2,507-87.4% |
| Participant deferral / active EE | $1,716 | $3,332-48.5% | $4,395-61.0% | $4,311-60.2% |
| Admin fee / account holder | $12 | $143-91.7% | $5,325-99.8% | $188-93.7% |