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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,835 |
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 | $60,621 | $46,688+29.8% | $189,758-68.1% | $69,733-13.1% |
| Participation rate | 95.3% | 61.7%+33.6pp | 79.8%+15.5pp | 62.5%+32.9pp |
| Annual return | 9.91% | 14.35%-4.4pp | 52.62%-42.7pp | 15.22%-5.3pp |
| Employer contribution / active EE | $5,129 | $1,695+202.6% | $4,767+7.6% | $2,250+127.9% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $9 | $1,700-99.5% | $20,388-100.0% | $3,102-99.7% |