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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,275 | $72,492-43.1% | $87,102-52.6% | $72,983-43.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.20% | 24.46%-1.3pp | 28.19%-5.0pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,913 | $1,894+1.0% | $2,521-24.1% | $2,440-21.6% |
| Participant deferral / active EE | $2,211 | $3,270-32.4% | $4,048-45.4% | $3,608-38.7% |
| Admin fee / account holder | $1,945 | $5,055-61.5% | $7,491-74.0% | $5,124-62.0% |