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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,619 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,387 | $104,479-85.3% | $159,474-90.4% | $79,391-80.6% |
| Participation rate | 99.0% | 76.6%+22.4pp | 82.8%+16.2pp | 70.7%+28.3pp |
| Annual return | 16.84% | 67.98%-51.1pp | 263.68%-246.8pp | 116.88%-100.0pp |
| Employer contribution / active EE | $1,188 | $3,417-65.2% | $4,831-75.4% | $2,428-51.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $11 | $711-98.4% | $10,802-99.9% | $627-98.2% |