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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,985 |
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 | $19,215 | $91,424-79.0% | $135,942-85.9% | $71,495-73.1% |
| Participation rate | 76.5% | 75.7%+0.8pp | 81.9%-5.4pp | 67.9%+8.5pp |
| Annual return | 18.77% | 29.90%-11.1pp | 68.28%-49.5pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,564 | $3,704-57.8% | $4,858-67.8% | $2,589-39.6% |
| Participant deferral / active EE | $2,796 | $7,092-60.6% | $7,759-64.0% | $4,291-34.8% |
| Admin fee / account holder | $10 | $1,266-99.2% | $10,764-99.9% | $1,588-99.4% |