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; Recordke... | $404 |
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,356 | $65,092-65.7% | $143,799-84.5% | $66,938-66.6% |
| Participation rate | 74.1% | 65.2%+8.9pp | 80.3%-6.2pp | 69.8%+4.3pp |
| Annual return | 31.41% | -11.14%+42.5pp | -0.04%+31.5pp | 1.58%+29.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,326 | $2,920-54.6% | $5,638-76.5% | $4,238-68.7% |
| Admin fee / account holder | $3 | $502-99.4% | $14,677-100.0% | $594-99.5% |