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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $938 |
Participant contribution per participant 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 | $17,906 | $73,863-75.8% | $143,797-87.5% | $68,490-73.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.55% | 0.91%-14.5pp | -0.04%-13.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,569 | $3,185-50.7% | $4,952-68.3% | $2,597-39.6% |
| Participant deferral / active EE | $905 | $3,385-73.3% | $5,638-83.9% | $4,028-77.5% |
| Admin fee / account holder | $9 | $5,756-99.8% | $14,679-99.9% | $5,403-99.8% |