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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,634 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,999 | $46,464-87.1% | $150,298-96.0% | $79,634-92.5% |
| Participation rate | 90.9% | 57.0%+33.9pp | 77.8%+13.1pp | 62.5%+28.4pp |
| Annual return | 21.61% | 27.89%-6.3pp | 62.79%-41.2pp | 36.46%-14.9pp |
| Employer contribution / active EE | $658 | $1,512-56.5% | $4,154-84.2% | $2,529-74.0% |
| Participant deferral / active EE | $744 | $2,157-65.5% | $5,453-86.4% | $3,835-80.6% |
| Admin fee / account holder | $5 | $891-99.5% | $14,116-100.0% | $1,002-99.5% |