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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,222 | $47,766-82.8% | $82,763-90.1% | $64,824-87.3% |
| Participation rate | 92.9% | 67.7%+25.2pp | 72.6%+20.3pp | 71.5%+21.4pp |
| Annual return | -12.92% | -13.06%+0.1pp | 702.45%-715.4pp | 32.84%-45.8pp |
| Employer contribution / active EE | $1,274 | $2,182-41.6% | $3,008-57.7% | $2,507-49.2% |
| Participant deferral / active EE | $209 | $3,332-93.7% | $4,395-95.2% | $4,311-95.1% |
| Admin fee / account holder | $10 | $143-92.9% | $5,325-99.8% | $188-94.6% |