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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $5,504 |
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 | $24,625 | $122,042-79.8% | $184,260-86.6% | $74,459-66.9% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 20.35% | 19.91%+0.4pp | 28.84%-8.5pp | 1369.70%-1349.4pp |
| Employer contribution / active EE | $3,555 | $4,537-21.7% | $6,427-44.7% | $2,626+35.4% |
| Participant deferral / active EE | $6,599 | $7,143-7.6% | $9,133-27.7% | $4,350+51.7% |
| Admin fee / account holder | $35 | $1,252-97.2% | $13,898-99.7% | $1,945-98.2% |