Filed October 28, 2024
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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $97,647 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $25,794 | $36,002-28.4% | $161,489-84.0% | $64,728-60.2% |
| Participation rate | 95.1% | 57.4%+37.7pp | 78.7%+16.4pp | 57.9%+37.2pp |
| Annual return | 9.92% | 33.93%-24.0pp | 89.72%-79.8pp | 49.38%-39.5pp |
| Employer contribution / active EE | $5,320 | $1,380+285.6% | $4,268+24.6% | $2,243+137.2% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $138 | $931-85.2% | $16,006-99.1% | $1,145-88.0% |