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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 | $47,105-62.0% | $68,368-73.8% | $67,986-73.7% |
| Participation rate | 93.1% | 51.8%+41.3pp | 73.8%+19.4pp | 57.2%+35.9pp |
| Annual return | 10.00% | 48.37%-38.4pp | 292.57%-282.6pp | 31.67%-21.7pp |
| Employer contribution / active EE | $457 | $1,859-75.4% | $2,649-82.7% | $2,019-77.4% |
| Participant deferral / active EE | $1,469 | $2,374-38.1% | $4,123-64.4% | $3,358-56.2% |
| Admin fee / account holder | $7 | $2,435-99.7% | $5,150-99.9% | $3,203-99.8% |