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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 | $19,755 |
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 | $100,834 | $61,616+63.6% | $105,754-4.7% | $55,167+82.8% |
| Participation rate | 70.6% | 72.9%-2.3pp | 78.9%-8.3pp | 69.0%+1.6pp |
| Annual return | 7.45% | 11.15%-3.7pp | 12.25%-4.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $3,065 | $3,043+0.7% | $4,079-24.9% | $1,963+56.1% |
| Participant deferral / active EE | $4,088 | $4,213-3.0% | $5,326-23.2% | $3,054+33.9% |
| Admin fee / account holder | $104 | $379-72.6% | $8,309-98.8% | $504-79.4% |