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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $955 |
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 | $35,987 | $91,439-60.6% | $135,974-73.5% | $71,511-49.7% |
| Participation rate | 91.0% | 75.7%+15.3pp | 81.9%+9.0pp | 67.9%+23.0pp |
| Annual return | 16.38% | 29.90%-13.5pp | 68.30%-51.9pp | 28.86%-12.5pp |
| Employer contribution / active EE | $1,115 | $3,705-69.9% | $4,859-77.0% | $2,589-56.9% |
| Participant deferral / active EE | $2,537 | $7,093-64.2% | $7,760-67.3% | $4,291-40.9% |
| Admin fee / account holder | $5 | $1,267-99.6% | $10,767-100.0% | $1,588-99.7% |