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; Claims proc... | $1,768 |
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 | $17,066 | $52,967-67.8% | $172,753-90.1% | $65,186-73.8% |
| Participation rate | 98.4% | 66.2%+32.2pp | 82.6%+15.7pp | 70.2%+28.2pp |
| Annual return | 23.26% | 30.12%-6.9pp | 803.00%-779.7pp | 29.39%-6.1pp |
| Employer contribution / active EE | $1,961 | $2,190-10.5% | $5,144-61.9% | $2,177-9.9% |
| Participant deferral / active EE | $2,883 | $2,471+16.7% | $5,198-44.5% | $3,514-18.0% |
| Admin fee / account holder | $9 | $472-98.1% | $13,956-99.9% | $847-98.9% |