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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,918 |
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 | $12,262 | $55,470-77.9% | $155,556-92.1% | $74,478-83.5% |
| Participation rate | 96.7% | 61.9%+34.8pp | 78.2%+18.5pp | 67.2%+29.5pp |
| Annual return | 14.15% | 269.80%-255.7pp | 64.84%-50.7pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $1,232 | $2,267-45.6% | $4,675-73.6% | $2,626-53.1% |
| Participant deferral / active EE | $1,402 | $2,838-50.6% | $5,631-75.1% | $4,350-67.8% |
| Admin fee / account holder | $12 | $1,744-99.3% | $15,885-99.9% | $1,946-99.4% |