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; Account ... | $789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,766 | $61,356-59.6% | $149,696-83.5% | $71,511-65.4% |
| Participation rate | 67.6% | 62.5%+5.0pp | 78.8%-11.2pp | 67.9%-0.4pp |
| Annual return | 14.01% | 35.86%-21.9pp | 134.46%-120.5pp | 28.86%-14.8pp |
| Employer contribution / active EE | $669 | $2,382-71.9% | $4,821-86.1% | $2,589-74.1% |
| Participant deferral / active EE | $747 | $2,920-74.4% | $5,682-86.9% | $4,291-82.6% |
| Admin fee / account holder | $3 | $1,263-99.7% | $13,212-100.0% | $1,588-99.8% |