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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $795 |
Employer 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 | $21,330 | $73,863-71.1% | $143,797-85.2% | $68,490-68.9% |
| Participation rate | 81.8% | 66.7%+15.2pp | 80.3%+1.5pp | 67.9%+13.9pp |
| Annual return | -8.33% | 0.91%-9.2pp | -0.04%-8.3pp | -7.85%-0.5pp |
| Employer contribution / active EE | $1 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,001 | $3,385+47.7% | $5,638-11.3% | $4,028+24.2% |
| Admin fee / account holder | $4 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |