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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,916 |
Participant 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 | $18,779 | $58,312-67.8% | $86,656-78.3% | $71,529-73.7% |
| Participation rate | 96.9% | 65.0%+31.9pp | 71.7%+25.2pp | 67.9%+29.0pp |
| Annual return | 15.28% | 24.08%-8.8pp | 593.09%-577.8pp | 28.97%-13.7pp |
| Employer contribution / active EE | $1,270 | $2,576-50.7% | $3,025-58.0% | $2,590-50.9% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $8 | $1,057-99.3% | $5,619-99.9% | $1,588-99.5% |