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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,090 |
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 | $21,200 | $66,601-68.2% | $92,909-77.2% | $67,579-68.6% |
| Participation rate | 96.4% | 72.5%+23.9pp | 76.0%+20.4pp | 71.3%+25.2pp |
| Annual return | 16.57% | 92.58%-76.0pp | 109.44%-92.9pp | 378.56%-362.0pp |
| Employer contribution / active EE | $937 | $2,775-66.2% | $3,653-74.4% | $2,148-56.4% |
| Participant deferral / active EE | $2,359 | $3,157-25.3% | $4,238-44.3% | $3,539-33.3% |
| Admin fee / account holder | $46 | $199-76.8% | $5,795-99.2% | $142-67.5% |