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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $879 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,821 | $66,124-76.1% | $90,461-82.5% | $73,497-78.5% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 19.41% | 17.65%+1.8pp | 1294.76%-1275.3pp | 28.51%-9.1pp |
| Employer contribution / active EE | $676 | $2,346-71.2% | $3,264-79.3% | $2,270-70.2% |
| Participant deferral / active EE | $615 | $3,039-79.8% | $3,964-84.5% | $3,740-83.6% |
| Admin fee / account holder | $5 | $396-98.6% | $5,617-99.9% | $513-98.9% |