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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,308 |
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 | $31,552 | $46,464-32.1% | $150,298-79.0% | $79,634-60.4% |
| Participation rate | 95.6% | 57.0%+38.6pp | 77.8%+17.8pp | 62.5%+33.1pp |
| Annual return | 10.77% | 27.89%-17.1pp | 62.79%-52.0pp | 36.46%-25.7pp |
| Employer contribution / active EE | $854 | $1,512-43.5% | $4,154-79.4% | $2,529-66.2% |
| Participant deferral / active EE | $3,763 | $2,157+74.5% | $5,453-31.0% | $3,835-1.9% |
| Admin fee / account holder | $8 | $891-99.2% | $14,116-99.9% | $1,002-99.2% |