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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $5,097 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,163 | $55,472-83.5% | $155,567-94.1% | $74,546-87.7% |
| Participation rate | 85.2% | 61.9%+23.2pp | 78.2%+7.0pp | 67.2%+17.9pp |
| Annual return | 12.34% | 268.72%-256.4pp | 64.74%-52.4pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $741 | $2,269-67.4% | $4,674-84.2% | $2,624-71.8% |
| Participant deferral / active EE | $258 | $2,838-90.9% | $5,628-95.4% | $4,347-94.1% |
| Admin fee / account holder | $15 | $1,743-99.1% | $15,916-99.9% | $1,944-99.2% |