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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,158 |
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 | $22,484 | $61,356-63.4% | $149,696-85.0% | $71,511-68.6% |
| Participation rate | 86.7% | 62.5%+24.1pp | 78.8%+7.9pp | 67.9%+18.7pp |
| Annual return | 11.50% | 35.86%-24.4pp | 134.46%-123.0pp | 28.86%-17.4pp |
| Employer contribution / active EE | $889 | $2,382-62.7% | $4,821-81.5% | $2,589-65.6% |
| Participant deferral / active EE | $909 | $2,920-68.9% | $5,682-84.0% | $4,291-78.8% |
| Admin fee / account holder | $3 | $1,263-99.7% | $13,212-100.0% | $1,588-99.8% |