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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,915 |
Participant contribution per participant 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 | $32,112 | $54,690-41.3% | $76,030-57.8% | $74,478-56.9% |
| Participation rate | 93.7% | 60.3%+33.3pp | 69.1%+24.6pp | 67.2%+26.4pp |
| Annual return | 15.11% | 31.92%-16.8pp | 361.54%-346.4pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,505 | $1,781-15.5% | $2,688-44.0% | $2,626-42.7% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $14 | $2,240-99.4% | $6,421-99.8% | $1,946-99.3% |