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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $10,331 |
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 | $14,174 | $50,812-72.1% | $155,602-90.9% | $77,692-81.8% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 12.90% | 34.85%-22.0pp | 64.81%-51.9pp | 31.25%-18.4pp |
| Employer contribution / active EE | $1,561 | $1,989-21.5% | $4,675-66.6% | $2,726-42.7% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,629-100.0% | $4,648-100.0% |
| Admin fee / account holder | $15 | $436-96.5% | $15,923-99.9% | $431-96.5% |