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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $907 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,457 | $91,198-84.1% | $178,503-91.9% | $79,856-81.9% |
| Participation rate | 91.6% | 69.2%+22.4pp | 81.9%+9.6pp | 69.6%+21.9pp |
| Annual return | 24.47% | 24.20%+0.3pp | 151.12%-126.6pp | 31.71%-7.2pp |
| Employer contribution / active EE | $834 | $3,257-74.4% | $5,011-83.4% | $2,471-66.3% |
| Participant deferral / active EE | $842 | $3,237-74.0% | $5,202-83.8% | $3,741-77.5% |
| Admin fee / account holder | $990 | $6,748-85.3% | $13,987-92.9% | $5,306-81.3% |