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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,253 |
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 | $20,732 | $43,496-52.3% | $161,489-87.2% | $64,340-67.8% |
| Participation rate | 95.0% | 53.5%+41.5pp | 78.7%+16.3pp | 55.2%+39.8pp |
| Annual return | 7.62% | 20.76%-13.1pp | 89.72%-82.1pp | 24.14%-16.5pp |
| Employer contribution / active EE | $3,084 | $1,431+115.5% | $4,268-27.8% | $1,862+65.6% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $17 | $2,330-99.3% | $16,006-99.9% | $3,703-99.5% |