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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,305 |
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 | $15,711 | $95,415-83.5% | $185,851-91.5% | $85,851-81.7% |
| Participation rate | 96.4% | 68.8%+27.6pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 15.45% | 23.59%-8.1pp | 122.11%-106.7pp | 318.63%-303.2pp |
| Employer contribution / active EE | $884 | $3,314-73.3% | $5,168-82.9% | $2,565-65.5% |
| Participant deferral / active EE | $970 | $3,424-71.7% | $5,569-82.6% | $3,952-75.4% |
| Admin fee / account holder | $1,347 | $7,215-81.3% | $16,245-91.7% | $6,261-78.5% |