Filed August 11, 2025 (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... | $0 |
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 | $159,857 | $54,762+191.9% | $90,281+77.1% | $72,985+119.0% |
| Participation rate | 94.9% | 65.1%+29.7pp | 73.3%+21.6pp | 69.5%+25.4pp |
| Annual return | 21.21% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $6,216 | $2,092+197.1% | $2,854+117.8% | $2,440+154.8% |
| Participant deferral / active EE | $6,838 | $2,887+136.9% | $3,885+76.0% | $3,607+89.6% |
| Admin fee / account holder | $18,447 | $3,972+364.4% | $5,351+244.7% | $5,124+260.0% |