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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,290 |
Participant contribution per participant 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 | $71,336 | $55,423+28.7% | $155,602-54.2% | $74,400-4.1% |
| Participation rate | 75.5% | 61.9%+13.6pp | 78.2%-2.7pp | 67.2%+8.3pp |
| Annual return | 14.89% | 269.07%-254.2pp | 64.81%-49.9pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $2,481 | $2,266+9.5% | $4,675-46.9% | $2,624-5.5% |
| Participant deferral / active EE | $489 | $2,835-82.8% | $5,629-91.3% | $4,348-88.8% |
| Admin fee / account holder | $10 | $1,744-99.4% | $15,923-99.9% | $1,944-99.5% |