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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,029 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,683 | $61,166-13.9% | $185,849-71.7% | $79,391-33.6% |
| Participation rate | 99.3% | 66.6%+32.6pp | 81.7%+17.6pp | 70.7%+28.6pp |
| Annual return | 11.15% | 19.45%-8.3pp | 122.10%-110.9pp | 116.88%-105.7pp |
| Employer contribution / active EE | $5,323 | $2,321+129.4% | $5,169+3.0% | $2,428+119.3% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $15 | $710-97.9% | $16,244-99.9% | $627-97.6% |