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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,991 |
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 | $6,575 | $61,338-89.3% | $149,717-95.6% | $71,495-90.8% |
| Participation rate | 85.8% | 62.5%+23.3pp | 78.8%+7.0pp | 67.9%+17.9pp |
| Annual return | 15.84% | 35.86%-20.0pp | 134.41%-118.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $514 | $2,381-78.4% | $4,820-89.3% | $2,589-80.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5 | $1,263-99.6% | $13,213-100.0% | $1,588-99.7% |