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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,602 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,238 | $63,768+0.7% | $98,506-34.8% | $79,389-19.1% |
| Participation rate | 77.1% | 69.9%+7.2pp | 73.3%+3.8pp | 70.7%+6.4pp |
| Annual return | 13.79% | 626.18%-612.4pp | 1494.92%-1481.1pp | 116.89%-103.1pp |
| Employer contribution / active EE | $90 | $2,558-96.5% | $2,961-96.9% | $2,428-96.3% |
| Participant deferral / active EE | $2,392 | $3,305-27.6% | $4,277-44.1% | $4,046-40.9% |
| Admin fee / account holder | $9 | $516-98.2% | $5,955-99.8% | $626-98.5% |