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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,243 |
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 | $16,535 | $61,166-73.0% | $185,849-91.1% | $79,391-79.2% |
| Participation rate | 98.4% | 66.6%+31.8pp | 81.7%+16.7pp | 70.7%+27.7pp |
| Annual return | 12.53% | 19.45%-6.9pp | 122.10%-109.6pp | 116.88%-104.3pp |
| Employer contribution / active EE | $265 | $2,321-88.6% | $5,169-94.9% | $2,428-89.1% |
| Participant deferral / active EE | $953 | $2,789-65.8% | $5,569-82.9% | $4,046-76.5% |
| Admin fee / account holder | $17 | $710-97.7% | $16,244-99.9% | $627-97.4% |