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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,022 |
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 | $13,600 | $47,766-71.5% | $82,726-83.6% | $64,811-79.0% |
| Participation rate | 89.9% | 67.7%+22.2pp | 72.6%+17.4pp | 71.5%+18.5pp |
| Annual return | -11.60% | -13.06%+1.5pp | 701.33%-712.9pp | 32.83%-44.4pp |
| Employer contribution / active EE | $1,401 | $2,182-35.8% | $3,009-53.4% | $2,506-44.1% |
| Participant deferral / active EE | $1,112 | $3,332-66.6% | $4,394-74.7% | $4,310-74.2% |
| Admin fee / account holder | $7 | $143-94.8% | $5,328-99.9% | $188-96.0% |