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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $687 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,995 | $95,406-75.9% | $185,849-87.6% | $85,847-73.2% |
| Participation rate | 91.4% | 68.8%+22.7pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 32.69% | 23.59%+9.1pp | 122.10%-89.4pp | 318.61%-285.9pp |
| Employer contribution / active EE | $1,304 | $3,314-60.6% | $5,169-74.8% | $2,565-49.2% |
| Participant deferral / active EE | $1,793 | $3,424-47.6% | $5,569-67.8% | $3,952-54.6% |
| Admin fee / account holder | $1,252 | $7,214-82.7% | $16,244-92.3% | $6,261-80.0% |