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... | $1,798 |
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 | $32,918 | $66,124-50.2% | $90,461-63.6% | $73,497-55.2% |
| Participation rate | 80.0% | 69.7%+10.3pp | 72.7%+7.3pp | 70.7%+9.3pp |
| Annual return | 18.61% | 17.65%+1.0pp | 1294.76%-1276.2pp | 28.51%-9.9pp |
| Employer contribution / active EE | $898 | $2,346-61.7% | $3,264-72.5% | $2,270-60.4% |
| Participant deferral / active EE | $2,288 | $3,039-24.7% | $3,964-42.3% | $3,740-38.8% |
| Admin fee / account holder | $13 | $396-96.8% | $5,617-99.8% | $513-97.5% |