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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $593 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,942 | $91,179-81.4% | $178,499-90.5% | $79,852-78.8% |
| Participation rate | 94.9% | 69.2%+25.7pp | 81.9%+12.9pp | 69.6%+25.2pp |
| Annual return | 9.09% | 24.19%-15.1pp | 151.10%-142.0pp | 31.72%-22.6pp |
| Employer contribution / active EE | $335 | $3,256-89.7% | $5,011-93.3% | $2,471-86.4% |
| Participant deferral / active EE | $939 | $3,236-71.0% | $5,202-81.9% | $3,740-74.9% |
| Admin fee / account holder | $6,036 | $6,749-10.6% | $13,986-56.8% | $5,306+13.8% |