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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $890 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,094 | $54,763-67.0% | $90,324-80.0% | $72,976-75.2% |
| Participation rate | 92.9% | 65.2%+27.7pp | 73.3%+19.6pp | 69.5%+23.4pp |
| Annual return | 19.98% | 30.63%-10.7pp | 78.15%-58.2pp | 81.02%-61.0pp |
| Employer contribution / active EE | $798 | $2,093-61.9% | $2,856-72.1% | $2,440-67.3% |
| Participant deferral / active EE | $2,174 | $2,887-24.7% | $3,885-44.0% | $3,608-39.7% |
| Admin fee / account holder | $585 | $3,973-85.3% | $5,356-89.1% | $5,124-88.6% |