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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,661 | $85,171-73.4% | $172,752-86.9% | $72,975-68.9% |
| Participation rate | 96.2% | 70.1%+26.2pp | 82.6%+13.6pp | 69.5%+26.7pp |
| Annual return | 28.90% | 27.32%+1.6pp | 802.97%-774.1pp | 81.01%-52.1pp |
| Employer contribution / active EE | $431 | $3,324-87.0% | $5,144-91.6% | $2,440-82.3% |
| Participant deferral / active EE | $1,399 | $3,260-57.1% | $5,198-73.1% | $3,608-61.2% |
| Admin fee / account holder | $7,232 | $5,880+23.0% | $13,955-48.2% | $5,124+41.1% |