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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,476 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,869 | $52,967-85.1% | $172,753-95.4% | $65,186-87.9% |
| Participation rate | 79.9% | 66.2%+13.7pp | 82.6%-2.7pp | 70.2%+9.7pp |
| Annual return | 18.61% | 30.12%-11.5pp | 803.00%-784.4pp | 29.39%-10.8pp |
| Employer contribution / active EE | $508 | $2,190-76.8% | $5,144-90.1% | $2,177-76.7% |
| Participant deferral / active EE | $293 | $2,471-88.1% | $5,198-94.4% | $3,514-91.7% |
| Admin fee / account holder | $6 | $472-98.8% | $13,956-100.0% | $847-99.3% |