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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $992 |
Employer 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 | $19,090 | $52,293-63.5% | $178,503-89.3% | $73,412-74.0% |
| Participation rate | 93.6% | 65.3%+28.3pp | 81.9%+11.7pp | 72.2%+21.5pp |
| Annual return | 16.85% | 34.75%-17.9pp | 151.12%-134.3pp | 59.30%-42.4pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,317 | $2,333-0.7% | $5,202-55.5% | $3,806-39.1% |
| Admin fee / account holder | $2 | $127-98.6% | $13,987-100.0% | $158-98.8% |