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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $3,157 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,252 | $46,332-71.4% | $143,797-90.8% | $64,824-79.6% |
| Participation rate | 70.4% | 64.2%+6.2pp | 80.3%-9.9pp | 71.5%-1.0pp |
| Annual return | -11.47% | -10.05%-1.4pp | -0.04%-11.4pp | 32.84%-44.3pp |
| Employer contribution / active EE | $846 | $1,911-55.7% | $4,952-82.9% | $2,507-66.2% |
| Participant deferral / active EE | $969 | $2,647-63.4% | $5,638-82.8% | $4,311-77.5% |
| Admin fee / account holder | $10 | $154-93.6% | $14,679-99.9% | $188-94.7% |