Filed January 19, 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 | $218,071 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,375 | $129,159+87.7% | $184,243+31.6% | $77,714+211.9% |
| Participation rate | 94.9% | 87.4%+7.5pp | 86.8%+8.1pp | 70.6%+24.3pp |
| Annual return | 19.04% | 33.22%-14.2pp | 28.82%-9.8pp | 31.26%-12.2pp |
| Employer contribution / active EE | $7,901 | $4,410+79.2% | $6,427+22.9% | $2,727+189.7% |
| Participant deferral / active EE | $12,455 | $7,305+70.5% | $9,132+36.4% | $4,649+167.9% |
| Admin fee / account holder | $122 | $256-52.4% | $13,914-99.1% | $433-71.9% |