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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,534 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,779 | $26,194-1.6% | - | $79,858-67.7% |
| Participation rate | 80.7% | 49.4%+31.3pp | - | 69.6%+11.1pp |
| Annual return | 12.47% | 42.01%-29.5pp | - | 31.72%-19.2pp |
| Employer contribution / active EE | $938 | $1,555-39.7% | - | $2,471-62.1% |
| Participant deferral / active EE | $1,694 | $1,743-2.8% | - | $3,740-54.7% |
| Admin fee / account holder | $8 | $2,148-99.6% | - | $5,306-99.8% |