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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,168 |
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 | $6,983 | $58,895-88.1% | $178,503-96.1% | $73,497-90.5% |
| Participation rate | 90.8% | 66.2%+24.6pp | 81.9%+8.9pp | 70.7%+20.1pp |
| Annual return | 11.72% | 24.86%-13.1pp | 151.12%-139.4pp | 28.51%-16.8pp |
| Employer contribution / active EE | $721 | $2,236-67.7% | $5,011-85.6% | $2,270-68.2% |
| Participant deferral / active EE | $813 | $2,567-68.3% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $15 | $400-96.3% | $13,987-99.9% | $513-97.1% |