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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,814 |
Participant contribution per participant 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 | $15,653 | $61,166-74.4% | $185,837-91.6% | $79,393-80.3% |
| Participation rate | 99.3% | 66.6%+32.7pp | 81.7%+17.6pp | 70.7%+28.6pp |
| Annual return | 12.49% | 19.45%-7.0pp | 122.08%-109.6pp | 116.87%-104.4pp |
| Employer contribution / active EE | $1,583 | $2,321-31.8% | $5,168-69.4% | $2,428-34.8% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $10 | $710-98.6% | $16,241-99.9% | $627-98.4% |