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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $26,281 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,841 | $56,095-82.5% | $178,503-94.5% | $90,274-89.1% |
| Participation rate | 85.4% | 65.6%+19.8pp | 81.9%+3.5pp | 73.4%+12.1pp |
| Annual return | 16.26% | 28.81%-12.6pp | 151.12%-134.9pp | 53.97%-37.7pp |
| Employer contribution / active EE | $882 | $1,572-43.9% | $5,011-82.4% | $2,523-65.1% |
| Participant deferral / active EE | $421 | $2,669-84.2% | $5,202-91.9% | $4,231-90.0% |
| Admin fee / account holder | $18 | $101-82.3% | $13,987-99.9% | $114-84.4% |