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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,277 |
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 | $18,642 | $65,185-71.4% | - | $65,185-71.4% |
| Participation rate | 96.9% | 70.2%+26.7pp | - | 70.2%+26.7pp |
| Annual return | 25.99% | 29.38%-3.4pp | - | 29.38%-3.4pp |
| Employer contribution / active EE | $951 | $2,177-56.3% | - | $2,177-56.3% |
| Participant deferral / active EE | $1,518 | $3,514-56.8% | - | $3,514-56.8% |
| Admin fee / account holder | $7 | $847-99.2% | - | $847-99.2% |