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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $7,935 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,319 | $46,464-73.5% | $150,298-91.8% | $79,634-84.5% |
| Participation rate | 91.0% | 57.0%+34.0pp | 77.8%+13.2pp | 62.5%+28.5pp |
| Annual return | 11.47% | 27.89%-16.4pp | 62.79%-51.3pp | 36.46%-25.0pp |
| Employer contribution / active EE | $1,484 | $1,512-1.8% | $4,154-64.3% | $2,529-41.3% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $16 | $891-98.2% | $14,116-99.9% | $1,002-98.4% |