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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,235 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,547 | $56,511-72.5% | $185,837-91.6% | $86,813-82.1% |
| Participation rate | 86.6% | 65.5%+21.1pp | 81.7%+4.9pp | 72.3%+14.3pp |
| Annual return | 27.77% | 118.12%-90.3pp | 122.08%-94.3pp | 97.93%-70.2pp |
| Employer contribution / active EE | $456 | $1,844-75.3% | $5,168-91.2% | $2,406-81.1% |
| Participant deferral / active EE | $859 | $2,554-66.4% | $5,568-84.6% | $4,131-79.2% |
| Admin fee / account holder | $6 | $150-95.7% | $16,241-100.0% | $170-96.2% |