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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $5,516 |
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 | $57,340 | $104,336-45.0% | $159,487-64.0% | $86,821-34.0% |
| Participation rate | 99.4% | 77.7%+21.6pp | 82.8%+16.5pp | 72.3%+27.1pp |
| Annual return | 13.72% | 26.32%-12.6pp | 263.71%-250.0pp | 97.94%-84.2pp |
| Employer contribution / active EE | $2,501 | $3,451-27.5% | $4,831-48.2% | $2,406+3.9% |
| Participant deferral / active EE | $3,726 | $6,837-45.5% | $7,354-49.3% | $4,132-9.8% |
| Admin fee / account holder | $107 | $172-37.7% | $10,804-99.0% | $170-36.7% |