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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,731 |
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 | $42,863 | $55,472-22.7% | $155,567-72.4% | $74,546-42.5% |
| Participation rate | 78.2% | 61.9%+16.3pp | 78.2%0pp | 67.2%+11.0pp |
| Annual return | 10.79% | 268.72%-257.9pp | 64.74%-53.9pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $1,315 | $2,269-42.0% | $4,674-71.9% | $2,624-49.9% |
| Participant deferral / active EE | $2,755 | $2,838-2.9% | $5,628-51.0% | $4,347-36.6% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,916-99.9% | $1,944-99.5% |