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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,589 |
Employer 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 | $2,751 | $47,766-94.2% | $82,744-96.7% | $64,819-95.8% |
| Participation rate | 81.1% | 67.7%+13.4pp | 72.6%+8.5pp | 71.5%+9.6pp |
| Annual return | -1.37% | -13.06%+11.7pp | 702.22%-703.6pp | 32.84%-34.2pp |
| Employer contribution / active EE | $390 | $2,182-82.1% | $3,008-87.0% | $2,507-84.4% |
| Participant deferral / active EE | $1,163 | $3,332-65.1% | $4,395-73.5% | $4,311-73.0% |
| Admin fee / account holder | $4 | $143-97.1% | $5,325-99.9% | $188-97.8% |