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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,752 | $29,525-73.7% | $56,033-86.2% | $77,736-90.0% |
| Participation rate | 93.3% | 32.7%+60.7pp | 52.5%+40.8pp | 70.6%+22.7pp |
| Annual return | 15.80% | 18.90%-3.1pp | 1711.38%-1695.6pp | 31.26%-15.5pp |
| Employer contribution / active EE | $458 | $569-19.5% | $1,041-56.0% | $2,728-83.2% |
| Participant deferral / active EE | $1,572 | $1,062+48.1% | $1,954-19.5% | $4,651-66.2% |
| Admin fee / account holder | $0 | $1,040-100.0% | $2,827-100.0% | $433-100.0% |