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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER 250 VESEY · NEW YORK, NY 10281 | Recordkeeping | $17,121 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,290 | $59,231+54.1% | $90,223+1.2% | $52,331+74.4% |
| Participation rate | 96.1% | 75.0%+21.1pp | 79.0%+17.1pp | 68.1%+28.0pp |
| Annual return | -0.78% | 3.53%-4.3pp | 1.31%-2.1pp | 4.54%-5.3pp |
| Employer contribution / active EE | $4,721 | $3,391+39.2% | $4,378+7.8% | $1,882+150.9% |
| Participant deferral / active EE | $6,360 | $4,659+36.5% | $5,792+9.8% | $3,022+110.4% |
| Admin fee / account holder | $91 | $515-82.4% | $7,406-98.8% | $592-84.7% |