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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
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 | $43,543 | $101,499-57.1% | $147,005-70.4% | $74,546-41.6% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 12.74% | 8732.34%-8719.6pp | 418.76%-406.0pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $3,418 | $3,811-10.3% | $4,934-30.7% | $2,624+30.2% |
| Participant deferral / active EE | $3,958 | $7,304-45.8% | $8,070-51.0% | $4,347-9.0% |
| Admin fee / account holder | $239 | $1,748-86.3% | $13,006-98.2% | $1,944-87.7% |