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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,723 |
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 | $52,638 | $78,428-32.9% | $95,960-45.1% | $79,852-34.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.69% | 19.37%-4.7pp | 91.63%-76.9pp | 31.72%-17.0pp |
| Employer contribution / active EE | $2,132 | $1,945+9.6% | $2,541-16.1% | $2,471-13.7% |
| Participant deferral / active EE | $2,368 | $3,440-31.2% | $4,167-43.2% | $3,740-36.7% |
| Admin fee / account holder | $3,023 | $5,622-46.2% | $6,797-55.5% | $5,306-43.0% |