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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,801 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,546 | $52,722-72.4% | $90,461-83.9% | $73,412-80.2% |
| Participation rate | 93.7% | 67.7%+26.0pp | 72.7%+21.0pp | 72.2%+21.5pp |
| Annual return | 10.70% | 20.70%-10.0pp | 1294.76%-1284.1pp | 59.30%-48.6pp |
| Employer contribution / active EE | $1,242 | $1,872-33.6% | $3,264-61.9% | $2,234-44.4% |
| Participant deferral / active EE | $809 | $2,810-71.2% | $3,964-79.6% | $3,806-78.7% |
| Admin fee / account holder | $10 | $117-91.5% | $5,617-99.8% | $158-93.7% |