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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,470 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,532 | $81,358-68.6% | $155,556-83.6% | $80,959-68.5% |
| Participation rate | 91.9% | 66.3%+25.6pp | 78.2%+13.7pp | 67.7%+24.2pp |
| Annual return | 12.11% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,574 | $3,455-54.4% | $5,631-72.0% | $4,300-63.4% |
| Admin fee / account holder | $4,518 | $7,994-43.5% | $15,885-71.6% | $6,925-34.8% |