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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,990 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,045 | $80,763-83.8% | $102,412-87.3% | $74,459-82.5% |
| Participation rate | 71.8% | 65.7%+6.1pp | 74.5%-2.7pp | 67.2%+4.5pp |
| Annual return | 13.12% | 27.57%-14.4pp | 24.94%-11.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $853 | $3,160-73.0% | $3,870-78.0% | $2,626-67.5% |
| Participant deferral / active EE | $1,039 | $3,862-73.1% | $5,060-79.5% | $4,350-76.1% |
| Admin fee / account holder | $8 | $2,371-99.7% | $8,388-99.9% | $1,945-99.6% |