Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,459 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,837 | $52,967-47.4% | $172,753-83.9% | $65,186-57.3% |
| Participation rate | 90.7% | 66.2%+24.5pp | 82.6%+8.1pp | 70.2%+20.5pp |
| Annual return | 16.38% | 30.12%-13.7pp | 803.00%-786.6pp | 29.39%-13.0pp |
| Employer contribution / active EE | $1,401 | $2,190-36.0% | $5,144-72.8% | $2,177-35.6% |
| Participant deferral / active EE | $775 | $2,471-68.6% | $5,198-85.1% | $3,514-77.9% |
| Admin fee / account holder | $6 | $472-98.6% | $13,956-100.0% | $847-99.2% |