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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,316 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,969 | $60,393+83.7% | $81,820+35.6% | $74,429+49.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.81% | 16.89%-3.1pp | 777.93%-764.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $3,267 | $2,626+24.4% | $2,915+12.1% | $2,625+24.5% |
| Participant deferral / active EE | $1,440 | $3,397-57.6% | $4,323-66.7% | $4,348-66.9% |
| Admin fee / account holder | $5,814 | $1,491+290.0% | $7,391-21.3% | $1,944+199.0% |