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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $16,405 |
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 | $27,778 | $50,151-44.6% | $149,696-81.4% | $80,157-65.3% |
| Participation rate | 75.1% | 64.3%+10.8pp | 78.8%-3.6pp | 72.9%+2.2pp |
| Annual return | 13.77% | 29.80%-16.0pp | 134.46%-120.7pp | 40.39%-26.6pp |
| Employer contribution / active EE | $2,253 | $1,867+20.7% | $4,821-53.3% | $2,977-24.3% |
| Participant deferral / active EE | $1,258 | $3,194-60.6% | $5,682-77.9% | $5,015-74.9% |
| Admin fee / account holder | $9 | $153-94.0% | $13,212-99.9% | $145-93.7% |