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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,876 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,275 | $42,909-57.4% | $152,093-88.0% | $71,012-74.3% |
| Participation rate | 71.7% | 54.7%+17.1pp | 77.8%-6.1pp | 58.6%+13.2pp |
| Annual return | 10.34% | 30.57%-20.2pp | 66.36%-56.0pp | 37.67%-27.3pp |
| Employer contribution / active EE | $1,679 | $1,369+22.6% | $4,175-59.8% | $2,348-28.5% |
| Participant deferral / active EE | $0 | $1,904-100.0% | $5,451-100.0% | $3,246-100.0% |
| Admin fee / account holder | $9 | $1,014-99.1% | $14,497-99.9% | $1,167-99.2% |