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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,614 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,631 | $55,446-46.6% | $155,574-81.0% | $74,429-60.2% |
| Participation rate | 95.6% | 61.9%+33.7pp | 78.2%+17.4pp | 67.2%+28.4pp |
| Annual return | 12.36% | 269.20%-256.8pp | 64.87%-52.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $5,959 | $2,266+163.0% | $4,676+27.4% | $2,625+127.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $7 | $1,743-99.6% | $15,914-100.0% | $1,944-99.7% |