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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $45 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,540 | $51,223-69.7% | $82,763-81.2% | $66,949-76.8% |
| Participation rate | 98.5% | 67.9%+30.6pp | 72.6%+26.0pp | 69.8%+28.7pp |
| Annual return | -11.90% | -9.85%-2.1pp | 702.45%-714.4pp | 1.57%-13.5pp |
| Employer contribution / active EE | $843 | $2,611-67.7% | $3,008-72.0% | $2,545-66.9% |
| Participant deferral / active EE | $803 | $3,460-76.8% | $4,395-81.7% | $4,239-81.1% |
| Admin fee / account holder | $1 | $415-99.9% | $5,325-100.0% | $594-99.9% |