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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 | $43,749+38.6% | $158,223-61.7% | $65,306-7.2% |
| Participation rate | 95.3% | 56.9%+38.4pp | 79.2%+16.1pp | 57.7%+37.7pp |
| Annual return | 9.91% | 19.41%-9.5pp | 52.09%-42.2pp | 21.94%-12.0pp |
| Employer contribution / active EE | $5,129 | $1,497+242.5% | $4,109+24.8% | $1,967+160.7% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $9 | $1,930-99.5% | $16,047-99.9% | $3,480-99.7% |