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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,091 |
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 | $11,156 | $62,686-82.2% | $178,540-93.8% | $77,736-85.6% |
| Participation rate | 74.6% | 66.9%+7.7pp | 77.1%-2.5pp | 70.6%+4.0pp |
| Annual return | 20.73% | 16.16%+4.6pp | 27.15%-6.4pp | 31.26%-10.5pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,953-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $799 | $4,224-81.1% | $6,281-87.3% | $4,651-82.8% |
| Admin fee / account holder | $3 | $386-99.1% | $10,424-100.0% | $433-99.2% |