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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $53,040 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $40,946 | $65,072-37.1% | $66,439-38.4% | $65,306-37.3% |
| Participation rate | 84.1% | 69.1%+15.0pp | 74.5%+9.6pp | 57.7%+26.4pp |
| Annual return | 4.91% | 21.50%-16.6pp | 757.66%-752.8pp | 21.94%-17.0pp |
| Employer contribution / active EE | $2,133 | $2,475-13.8% | $2,637-19.1% | $1,967+8.4% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,876-100.0% | $2,959-100.0% |
| Admin fee / account holder | $202 | $1,323-84.7% | $6,173-96.7% | $3,480-94.2% |