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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,533 |
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 | $26,108 | $75,541-65.4% | $152,093-82.8% | $82,637-68.4% |
| Participation rate | 98.9% | 66.5%+32.3pp | 77.8%+21.1pp | 68.1%+30.8pp |
| Annual return | 11.49% | 32.56%-21.1pp | 66.36%-54.9pp | 53.51%-42.0pp |
| Employer contribution / active EE | $1,529 | $2,622-41.7% | $4,175-63.4% | $2,552-40.1% |
| Participant deferral / active EE | $2,345 | $3,206-26.8% | $5,451-57.0% | $4,126-43.2% |
| Admin fee / account holder | $9 | $6,405-99.9% | $14,497-99.9% | $7,339-99.9% |