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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,346 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,296 | $60,795-78.1% | $69,461-80.9% | $65,185-79.6% |
| Participation rate | 92.7% | 74.9%+17.9pp | 74.6%+18.1pp | 70.2%+22.5pp |
| Annual return | 23.23% | 17.46%+5.8pp | 28.97%-5.7pp | 29.38%-6.2pp |
| Employer contribution / active EE | $652 | $2,452-73.4% | $2,779-76.5% | $2,177-70.0% |
| Participant deferral / active EE | $1,479 | $3,162-53.2% | $3,536-58.2% | $3,514-57.9% |
| Admin fee / account holder | $5 | $314-98.4% | $3,840-99.9% | $847-99.4% |