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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities brokerage; Investment mana... | $26,819 |
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 | $198,859 | $209,428-5.0% | $178,498+11.4% | $158,950+25.1% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 8.99% | 188.78%-179.8pp | 151.09%-142.1pp | 302.91%-293.9pp |
| Employer contribution / active EE | $9,232 | $5,707+61.8% | $5,011+84.2% | $4,762+93.9% |
| Participant deferral / active EE | $6,852 | $5,955+15.1% | $5,202+31.7% | $5,983+14.5% |
| Admin fee / account holder | $28,100 | $17,077+64.5% | $13,985+100.9% | $11,248+149.8% |