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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 71-0294708 PO BOX 54 · NEW YORK, NY 11010 | Other Services | $0 |
Participant contribution per participant 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 | $48,871 | $56,438-13.4% | $76,872-36.4% | $71,511-31.7% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 22.10% | 19.05%+3.1pp | 37.90%-15.8pp | 28.86%-6.8pp |
| Employer contribution / active EE | $5,917 | $1,864+217.5% | $2,533+133.6% | $2,589+128.5% |
| Participant deferral / active EE | $916 | $3,136-70.8% | $3,832-76.1% | $4,291-78.6% |
| Admin fee / account holder | $60 | $1,430-95.8% | $5,476-98.9% | $1,588-96.2% |