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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,854 |
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 | $12,940 | $55,446-76.7% | $155,574-91.7% | $74,429-82.6% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 14.74% | 269.20%-254.5pp | 64.87%-50.1pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $1,627 | $2,266-28.2% | $4,676-65.2% | $2,625-38.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,914-99.9% | $1,944-99.5% |