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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,379 |
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,191 | $95,406-92.5% | $185,849-96.1% | $85,847-91.6% |
| Participation rate | 98.5% | 68.8%+29.7pp | 81.7%+16.8pp | 69.3%+29.2pp |
| Annual return | 12.34% | 23.59%-11.2pp | 122.10%-109.8pp | 318.61%-306.3pp |
| Employer contribution / active EE | $1 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,043 | $3,424-69.5% | $5,569-81.3% | $3,952-73.6% |
| Admin fee / account holder | $12 | $7,214-99.8% | $16,244-99.9% | $6,261-99.8% |