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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,816 |
Annual investment return 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 | $8,928 | $52,722-83.1% | $90,440-90.1% | $73,412-87.8% |
| Participation rate | 88.8% | 67.7%+21.0pp | 72.7%+16.1pp | 72.2%+16.6pp |
| Annual return | 1.65% | 20.70%-19.1pp | 1294.38%-1292.7pp | 59.30%-57.6pp |
| Employer contribution / active EE | $536 | $1,872-71.3% | $3,263-83.6% | $2,234-76.0% |
| Participant deferral / active EE | $1,158 | $2,810-58.8% | $3,964-70.8% | $3,806-69.6% |
| Admin fee / account holder | $4 | $117-96.8% | $5,615-99.9% | $158-97.7% |