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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $227 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,250 | $58,888-82.6% | $178,499-94.3% | $73,493-86.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 47.44% | 24.86%+22.6pp | 151.10%-103.7pp | 28.51%+18.9pp |
| Employer contribution / active EE | $524 | $2,236-76.6% | $5,011-89.5% | $2,270-76.9% |
| Participant deferral / active EE | $790 | $2,568-69.2% | $5,202-84.8% | $3,740-78.9% |
| Admin fee / account holder | $129 | $400-67.8% | $13,986-99.1% | $513-74.9% |