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 | Recordkeeping and information managem... | $1,604 |
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 | $19,586 | $58,895-66.7% | $178,503-89.0% | $73,497-73.4% |
| Participation rate | 97.8% | 66.2%+31.5pp | 81.9%+15.8pp | 70.7%+27.1pp |
| Annual return | 13.85% | 24.86%-11.0pp | 151.12%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,058 | $2,236-7.9% | $5,011-58.9% | $2,270-9.3% |
| Participant deferral / active EE | $3,182 | $2,567+24.0% | $5,202-38.8% | $3,740-14.9% |
| Admin fee / account holder | $8 | $400-98.1% | $13,987-99.9% | $513-98.5% |