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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $3,802 |
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 | $164,876 | $61,166+169.6% | $185,849-11.3% | $79,391+107.7% |
| Participation rate | 99.5% | 66.6%+32.9pp | 81.7%+17.8pp | 70.7%+28.8pp |
| Annual return | 10.91% | 19.45%-8.5pp | 122.10%-111.2pp | 116.88%-106.0pp |
| Employer contribution / active EE | $41,133 | $2,321+1672.3% | $5,169+695.8% | $2,428+1594.2% |
| Participant deferral / active EE | $3,653 | $2,789+31.0% | $5,569-34.4% | $4,046-9.7% |
| Admin fee / account holder | $12 | $710-98.3% | $16,244-99.9% | $627-98.1% |