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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Sub-transfer agency fees; Shareholder... | $10,492 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,452 | $168,636-41.0% | $147,618-32.6% | $125,388-20.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.03% | 77.65%-77.6pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $8,389 | $6,252+34.2% | $5,565+50.8% | $4,866+72.4% |
| Participant deferral / active EE | $4,972 | $5,507-9.7% | $4,895+1.6% | $5,352-7.1% |
| Admin fee / account holder | $2,663 | $13,580-80.4% | $11,612-77.1% | $9,541-72.1% |