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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,091 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,211 | $56,540-76.6% | $185,851-92.9% | $86,821-84.8% |
| Participation rate | 94.3% | 65.5%+28.7pp | 81.7%+12.6pp | 72.3%+22.0pp |
| Annual return | 23.92% | 118.20%-94.3pp | 122.11%-98.2pp | 97.94%-74.0pp |
| Employer contribution / active EE | $1,896 | $1,844+2.8% | $5,168-63.3% | $2,406-21.2% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $12 | $150-92.2% | $16,245-99.9% | $170-93.1% |