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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 | $101,653-57.2% | $147,080-70.4% | $74,459-41.5% |
| Participation rate | 93.8% | 75.6%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 12.74% | 8754.98%-8742.2pp | 420.17%-407.4pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $3,418 | $3,813-10.4% | $4,933-30.7% | $2,626+30.2% |
| Participant deferral / active EE | $3,958 | $7,304-45.8% | $8,066-50.9% | $4,350-9.0% |
| Admin fee / account holder | $239 | $1,752-86.4% | $12,989-98.2% | $1,945-87.7% |