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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $100,515 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $215,821 | $101,653+112.3% | $147,080+46.7% | $74,459+189.9% |
| Participation rate | 76.2% | 75.6%+0.6pp | 82.2%-6.0pp | 67.2%+8.9pp |
| Annual return | 23.88% | 8754.98%-8731.1pp | 420.17%-396.3pp | 1369.70%-1345.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12,521 | $7,304+71.4% | $8,066+55.2% | $4,350+187.9% |
| Admin fee / account holder | $777 | $1,752-55.6% | $12,989-94.0% | $1,945-60.1% |