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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,795 |
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 | $5,789 | $65,092-91.1% | $143,799-96.0% | $66,938-91.4% |
| Participation rate | 92.1% | 65.2%+26.9pp | 80.3%+11.8pp | 69.8%+22.3pp |
| Annual return | -14.96% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $588 | $2,362-75.1% | $4,952-88.1% | $2,545-76.9% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $12 | $502-97.7% | $14,677-99.9% | $594-98.0% |