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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $941 |
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 | $57,384 | $91,194-37.1% | $178,486-67.8% | $79,860-28.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.16% | 24.19%-10.0pp | 151.08%-136.9pp | 31.72%-17.6pp |
| Employer contribution / active EE | $2,514 | $3,256-22.8% | $5,011-49.8% | $2,471+1.8% |
| Participant deferral / active EE | $3,134 | $3,236-3.2% | $5,202-39.8% | $3,740-16.2% |
| Admin fee / account holder | $1,481 | $6,751-78.1% | $13,985-89.4% | $5,306-72.1% |