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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,288 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 38277 | Recordkeeping Fees | $0 |
Annual investment return 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 | $17,064 | $58,312-70.7% | $86,656-80.3% | $71,529-76.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 11.45% | 24.08%-12.6pp | 593.09%-581.6pp | 28.97%-17.5pp |
| Employer contribution / active EE | $1,020 | $2,576-60.4% | $3,025-66.3% | $2,590-60.6% |
| Participant deferral / active EE | $1,614 | $3,439-53.1% | $4,439-63.6% | $4,291-62.4% |
| Admin fee / account holder | $8 | $1,057-99.3% | $5,619-99.9% | $1,588-99.5% |