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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 | $101,672-57.2% | $147,117-70.4% | $74,478-41.5% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 12.74% | 8757.83%-8745.1pp | 420.54%-407.8pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $3,418 | $3,813-10.4% | $4,932-30.7% | $2,626+30.1% |
| Participant deferral / active EE | $3,958 | $7,305-45.8% | $8,065-50.9% | $4,350-9.0% |
| Admin fee / account holder | $239 | $1,753-86.4% | $12,993-98.2% | $1,946-87.7% |