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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $793 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,214 | $47,135-69.8% | $149,717-90.5% | $74,440-80.9% |
| Participation rate | 92.9% | 63.4%+29.5pp | 78.8%+14.1pp | 70.7%+22.1pp |
| Annual return | -3.72% | 22.75%-26.5pp | 134.41%-138.1pp | 34.37%-38.1pp |
| Employer contribution / active EE | $1,622 | $1,906-14.9% | $4,820-66.4% | $2,638-38.5% |
| Participant deferral / active EE | $2,469 | $2,728-9.5% | $5,682-56.5% | $4,529-45.5% |
| Admin fee / account holder | $2 | $343-99.5% | $13,213-100.0% | $348-99.5% |