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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $26,416 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,018 | $38,165-52.8% | $189,758-90.5% | $69,255-74.0% |
| Participation rate | 94.6% | 66.7%+28.0pp | 79.8%+14.8pp | 69.0%+25.6pp |
| Annual return | 12.48% | 14.65%-2.2pp | 52.62%-40.1pp | 26.73%-14.3pp |
| Employer contribution / active EE | $2,522 | $1,589+58.7% | $4,767-47.1% | $2,645-4.7% |
| Participant deferral / active EE | $2,546 | $2,073+22.8% | $5,856-56.5% | $2,890-11.9% |
| Admin fee / account holder | $66 | $714-90.8% | $20,388-99.7% | $733-91.0% |