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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $935 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,469 | $60,119-6.1% | $90,430-37.6% | $79,858-29.3% |
| Participation rate | 98.6% | 65.0%+33.7pp | 72.7%+25.9pp | 69.6%+29.0pp |
| Annual return | 17.24% | 71.94%-54.7pp | 1293.73%-1276.5pp | 31.72%-14.5pp |
| Employer contribution / active EE | $3,273 | $2,068+58.3% | $3,262+0.4% | $2,471+32.5% |
| Participant deferral / active EE | $1,657 | $2,938-43.6% | $3,963-58.2% | $3,740-55.7% |
| Admin fee / account holder | $1,178 | $3,976-70.4% | $5,613-79.0% | $5,306-77.8% |