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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,856 |
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 | $17,017 | $65,092-73.9% | $143,799-88.2% | $66,938-74.6% |
| Participation rate | 85.2% | 65.2%+20.0pp | 80.3%+4.8pp | 69.8%+15.3pp |
| Annual return | -17.96% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $649 | $2,362-72.5% | $4,952-86.9% | $2,545-74.5% |
| Participant deferral / active EE | $1,195 | $2,920-59.1% | $5,638-78.8% | $4,238-71.8% |
| Admin fee / account holder | $11 | $502-97.8% | $14,677-99.9% | $594-98.1% |