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 | Recordkeeping and information managem... | $9,774 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,474 | $51,878-33.5% | $68,368-49.6% | $79,634-56.7% |
| Participation rate | 94.4% | 53.7%+40.7pp | 73.8%+20.7pp | 62.5%+31.9pp |
| Annual return | 16.99% | 137.43%-120.4pp | 292.57%-275.6pp | 36.46%-19.5pp |
| Employer contribution / active EE | $4,244 | $1,931+119.8% | $2,649+60.2% | $2,529+67.8% |
| Participant deferral / active EE | $4,561 | $2,577+77.0% | $4,123+10.6% | $3,835+19.0% |
| Admin fee / account holder | $12 | $942-98.7% | $5,150-99.8% | $1,002-98.8% |