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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,737 |
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 | $23,244 | $60,454-61.5% | $81,844-71.6% | $74,459-68.8% |
| Participation rate | 98.0% | 63.0%+35.1pp | 72.4%+25.7pp | 67.2%+30.8pp |
| Annual return | 12.98% | 16.87%-3.9pp | 778.87%-765.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $1,469 | $2,630-44.1% | $2,916-49.6% | $2,626-44.1% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $12 | $1,490-99.2% | $7,355-99.8% | $1,945-99.4% |