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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,571 |
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 | $19,191 | $95,415-79.9% | $185,851-89.7% | $85,851-77.6% |
| Participation rate | 98.3% | 68.8%+29.6pp | 81.7%+16.6pp | 69.3%+29.0pp |
| Annual return | 13.81% | 23.59%-9.8pp | 122.11%-108.3pp | 318.63%-304.8pp |
| Employer contribution / active EE | $2,725 | $3,314-17.8% | $5,168-47.3% | $2,565+6.2% |
| Participant deferral / active EE | $1,279 | $3,424-62.6% | $5,569-77.0% | $3,952-67.6% |
| Admin fee / account holder | $1,596 | $7,215-77.9% | $16,245-90.2% | $6,261-74.5% |