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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $746 |
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 | $42,826 | $89,364-52.1% | $141,177-69.7% | $72,983-41.3% |
| Participation rate | 98.9% | 75.1%+23.7pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 23.30% | 111.86%-88.6pp | 71.40%-48.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,768 | $3,115-11.1% | $4,736-41.6% | $2,440+13.4% |
| Participant deferral / active EE | $5,153 | $5,419-4.9% | $6,710-23.2% | $3,608+42.8% |
| Admin fee / account holder | $2,066 | $5,959-65.3% | $10,263-79.9% | $5,124-59.7% |