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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $7,430 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,059 | $55,446-87.3% | $155,574-95.5% | $74,429-90.5% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 12.06% | 269.20%-257.1pp | 64.87%-52.8pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $380 | $2,266-83.2% | $4,676-91.9% | $2,625-85.5% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $11 | $1,743-99.4% | $15,914-99.9% | $1,944-99.4% |