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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 | $65,084-37.1% | $67,681-39.5% | $64,340-36.4% |
| Participation rate | 84.1% | 66.7%+17.3pp | 73.7%+10.3pp | 55.2%+28.8pp |
| Annual return | 4.91% | 20.50%-15.6pp | 590.58%-585.7pp | 24.14%-19.2pp |
| Employer contribution / active EE | $2,133 | $2,398-11.1% | $2,678-20.4% | $1,862+14.6% |
| Participant deferral / active EE | $0 | $3,210-100.0% | $3,976-100.0% | $2,980-100.0% |
| Admin fee / account holder | $202 | $1,415-85.7% | $6,100-96.7% | $3,703-94.5% |