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 | Account maintenance fees; Participant... | $888 |
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 | $28,796 | $58,292-50.6% | $86,640-66.8% | $71,511-59.7% |
| Participation rate | 73.3% | 65.0%+8.3pp | 71.7%+1.6pp | 67.9%+5.4pp |
| Annual return | 13.91% | 21.63%-7.7pp | 592.52%-578.6pp | 28.86%-14.9pp |
| Employer contribution / active EE | $772 | $2,574-70.0% | $3,024-74.5% | $2,589-70.2% |
| Participant deferral / active EE | $1,774 | $3,438-48.4% | $4,438-60.0% | $4,291-58.6% |
| Admin fee / account holder | $6 | $1,057-99.5% | $5,616-99.9% | $1,588-99.7% |