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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $7,440 |
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 | $22,329 | $82,188-72.8% | $125,391-82.2% | $64,824-65.6% |
| Participation rate | 93.0% | 77.9%+15.1pp | 82.4%+10.6pp | 71.5%+21.5pp |
| Annual return | -12.84% | 3.50%-16.3pp | 572.41%-585.2pp | 32.84%-45.7pp |
| Employer contribution / active EE | $5,186 | $3,617+43.4% | $4,816+7.7% | $2,507+106.9% |
| Participant deferral / active EE | $689 | $7,177-90.4% | $7,448-90.7% | $4,311-84.0% |
| Admin fee / account holder | $16 | $163-90.4% | $10,009-99.8% | $188-91.6% |