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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,321 |
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,738 | $52,293-83.3% | $178,503-95.1% | $73,412-88.1% |
| Participation rate | 82.3% | 65.3%+17.0pp | 81.9%+0.4pp | 72.2%+10.2pp |
| Annual return | 17.63% | 34.75%-17.1pp | 151.12%-133.5pp | 59.30%-41.7pp |
| Employer contribution / active EE | $425 | $1,736-75.5% | $5,011-91.5% | $2,234-81.0% |
| Participant deferral / active EE | $713 | $2,333-69.4% | $5,202-86.3% | $3,806-81.3% |
| Admin fee / account holder | $7 | $127-94.3% | $13,987-99.9% | $158-95.4% |