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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,658 |
Annual investment return 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 | $83,168 | $99,957-16.8% | $149,745-44.5% | $73,497+13.2% |
| Participation rate | 94.2% | 75.7%+18.5pp | 82.5%+11.7pp | 70.7%+23.5pp |
| Annual return | 12.47% | 53.87%-41.4pp | 276.72%-264.2pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,753 | $3,191-45.1% | $4,646-62.3% | $2,270-22.8% |
| Participant deferral / active EE | $3,244 | $6,073-46.6% | $6,843-52.6% | $3,740-13.3% |
| Admin fee / account holder | $9 | $551-98.3% | $9,312-99.9% | $513-98.2% |