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... | $2,495 |
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 | $99,665 | $55,446+79.8% | $155,574-35.9% | $74,429+33.9% |
| Participation rate | 94.7% | 61.9%+32.8pp | 78.2%+16.5pp | 67.2%+27.5pp |
| Annual return | 11.85% | 269.20%-257.4pp | 64.87%-53.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $3,017 | $2,266+33.1% | $4,676-35.5% | $2,625+14.9% |
| Participant deferral / active EE | $2,852 | $2,836+0.6% | $5,629-49.3% | $4,348-34.4% |
| Admin fee / account holder | $13 | $1,743-99.2% | $15,914-99.9% | $1,944-99.3% |