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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $636 |
Participant 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 | $10,358 | $47,766-78.3% | $82,763-87.5% | $64,824-84.0% |
| Participation rate | 84.1% | 67.7%+16.5pp | 72.6%+11.6pp | 71.5%+12.7pp |
| Annual return | -7.17% | -13.06%+5.9pp | 702.45%-709.6pp | 32.84%-40.0pp |
| Employer contribution / active EE | $2,242 | $2,182+2.8% | $3,008-25.5% | $2,507-10.6% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $2 | $143-98.6% | $5,325-100.0% | $188-99.0% |