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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 | $45,343+33.7% | $150,298-59.7% | $67,986-10.8% |
| Participation rate | 95.3% | 51.9%+43.5pp | 77.8%+17.6pp | 57.2%+38.1pp |
| Annual return | 9.91% | 33.28%-23.4pp | 62.79%-52.9pp | 31.67%-21.8pp |
| Employer contribution / active EE | $5,129 | $1,462+250.9% | $4,154+23.5% | $2,019+154.1% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $9 | $2,250-99.6% | $14,116-99.9% | $3,203-99.7% |