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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 | $64,705-36.7% | $62,929-34.9% | $67,986-39.8% |
| Participation rate | 84.1% | 65.6%+18.5pp | 73.1%+10.9pp | 57.2%+26.8pp |
| Annual return | 4.91% | 20.31%-15.4pp | 1063.93%-1059.0pp | 31.67%-26.8pp |
| Employer contribution / active EE | $2,133 | $2,376-10.2% | $2,505-14.8% | $2,019+5.6% |
| Participant deferral / active EE | $0 | $3,198-100.0% | $3,888-100.0% | $3,358-100.0% |
| Admin fee / account holder | $202 | $1,428-85.8% | $5,065-96.0% | $3,203-93.7% |