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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $400 |
Participant contribution per participant 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 | $23,160 | $61,338-62.2% | $149,717-84.5% | $71,495-67.6% |
| Participation rate | 71.1% | 62.5%+8.6pp | 78.8%-7.7pp | 67.9%+3.1pp |
| Annual return | 15.73% | 35.86%-20.1pp | 134.41%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $525 | $2,381-77.9% | $4,820-89.1% | $2,589-79.7% |
| Participant deferral / active EE | $806 | $2,919-72.4% | $5,682-85.8% | $4,291-81.2% |
| Admin fee / account holder | $30 | $1,263-97.6% | $13,213-99.8% | $1,588-98.1% |