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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $41,605 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,546 | $45,312+62.3% | $86,233-14.7% | $67,986+8.2% |
| Participation rate | 94.0% | 42.4%+51.6pp | 69.0%+25.0pp | 57.2%+36.8pp |
| Annual return | 19.98% | 24.79%-4.8pp | 61.39%-41.4pp | 31.67%-11.7pp |
| Employer contribution / active EE | $601 | $1,160-48.1% | $2,504-76.0% | $2,019-70.2% |
| Participant deferral / active EE | $4,372 | $2,185+100.1% | $4,559-4.1% | $3,358+30.2% |
| Admin fee / account holder | $378 | $3,295-88.5% | $8,342-95.5% | $3,203-88.2% |