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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,999 | $37,436-17.2% | $77,513-60.0% | $79,858-61.2% |
| Participation rate | 95.4% | 41.5%+53.9pp | 54.2%+41.2pp | 69.6%+25.7pp |
| Annual return | 12.37% | 39.75%-27.4pp | 54.81%-42.4pp | 31.72%-19.4pp |
| Employer contribution / active EE | $794 | $637+24.7% | $987-19.5% | $2,471-67.9% |
| Participant deferral / active EE | $2,033 | $1,261+61.3% | $1,861+9.2% | $3,740-45.7% |
| Admin fee / account holder | $410 | $2,505-83.6% | $2,859-85.7% | $5,306-92.3% |