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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,306 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $31,775 | $41,016-22.5% | $152,093-79.1% | $64,097-50.4% |
| Participation rate | 92.3% | 51.3%+41.0pp | 77.8%+14.5pp | 55.2%+37.1pp |
| Annual return | 8.06% | 39.60%-31.5pp | 66.36%-58.3pp | 34.64%-26.6pp |
| Employer contribution / active EE | $6,180 | $1,342+360.4% | $4,175+48.0% | $1,891+226.7% |
| Participant deferral / active EE | $0 | $1,927-100.0% | $5,451-100.0% | $3,080-100.0% |
| Admin fee / account holder | $3 | $2,305-99.9% | $14,497-100.0% | $3,454-99.9% |