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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,894 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,456 | $46,688-56.2% | $189,758-89.2% | $69,733-70.7% |
| Participation rate | 98.2% | 61.7%+36.5pp | 79.8%+18.4pp | 62.5%+35.8pp |
| Annual return | 7.91% | 14.35%-6.4pp | 52.62%-44.7pp | 15.22%-7.3pp |
| Employer contribution / active EE | $2,311 | $1,695+36.4% | $4,767-51.5% | $2,250+2.7% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $14 | $1,700-99.2% | $20,388-99.9% | $3,102-99.6% |