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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $190 |
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 | $17,485 | $51,223-65.9% | $82,763-78.9% | $66,949-73.9% |
| Participation rate | 81.2% | 67.9%+13.3pp | 72.6%+8.6pp | 69.8%+11.4pp |
| Annual return | -10.45% | -9.85%-0.6pp | 702.45%-712.9pp | 1.57%-12.0pp |
| Employer contribution / active EE | $2,194 | $2,611-16.0% | $3,008-27.1% | $2,545-13.8% |
| Participant deferral / active EE | $1,016 | $3,460-70.6% | $4,395-76.9% | $4,239-76.0% |
| Admin fee / account holder | $10 | $415-97.6% | $5,325-99.8% | $594-98.3% |