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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,028 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,577 | $81,331+5.2% | $155,534-45.0% | $80,935+5.7% |
| Participation rate | 84.1% | 66.3%+17.8pp | 78.2%+5.9pp | 67.7%+16.4pp |
| Annual return | 8.92% | 33.37%-24.4pp | 64.92%-56.0pp | 35.66%-26.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,361 | $3,454-60.6% | $5,630-75.8% | $4,299-68.4% |
| Admin fee / account holder | $8 | $7,999-99.9% | $15,900-100.0% | $6,924-99.9% |