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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,540 |
Annual investment return 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 | $17,886 | $43,730-59.1% | $66,674-73.2% | $64,097-72.1% |
| Participation rate | 93.1% | 50.7%+42.4pp | 73.7%+19.4pp | 55.2%+37.9pp |
| Annual return | 10.00% | 53.62%-43.6pp | 321.24%-311.2pp | 34.64%-24.6pp |
| Employer contribution / active EE | $457 | $1,673-72.7% | $2,620-82.6% | $1,891-75.8% |
| Participant deferral / active EE | $1,469 | $2,122-30.7% | $4,084-64.0% | $3,080-52.3% |
| Admin fee / account holder | $7 | $2,708-99.7% | $5,098-99.9% | $3,454-99.8% |