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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $8,016 |
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 | $23,331 | $104,336-77.6% | $159,487-85.4% | $86,821-73.1% |
| Participation rate | 98.4% | 77.7%+20.7pp | 82.8%+15.6pp | 72.3%+26.1pp |
| Annual return | 19.00% | 26.32%-7.3pp | 263.71%-244.7pp | 97.94%-78.9pp |
| Employer contribution / active EE | $5,764 | $3,451+67.0% | $4,831+19.3% | $2,406+139.6% |
| Participant deferral / active EE | $792 | $6,837-88.4% | $7,354-89.2% | $4,132-80.8% |
| Admin fee / account holder | $16 | $172-90.7% | $10,804-99.9% | $170-90.5% |