Filed March 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,111 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,532 | $46,332-51.4% | $143,797-84.3% | $64,824-65.2% |
| Participation rate | 90.9% | 64.2%+26.6pp | 80.3%+10.5pp | 71.5%+19.4pp |
| Annual return | -15.80% | -10.05%-5.7pp | -0.04%-15.8pp | 32.84%-48.6pp |
| Employer contribution / active EE | $359 | $1,911-81.2% | $4,952-92.7% | $2,507-85.7% |
| Participant deferral / active EE | $916 | $2,647-65.4% | $5,638-83.8% | $4,311-78.8% |
| Admin fee / account holder | $8 | $154-94.9% | $14,679-99.9% | $188-95.8% |