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 | $26,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,523 | $65,946-50.7% | $81,783-60.2% | $77,671-58.1% |
| Participation rate | 59.0% | 65.8%-6.8pp | 72.4%-13.3pp | 70.6%-11.6pp |
| Annual return | 21.90% | 26.65%-4.8pp | 775.05%-753.2pp | 31.21%-9.3pp |
| Employer contribution / active EE | $828 | $2,371-65.1% | $2,913-71.6% | $2,726-69.6% |
| Participant deferral / active EE | $1,275 | $3,507-63.6% | $4,320-70.5% | $4,648-72.6% |
| Admin fee / account holder | $162 | $527-69.3% | $7,380-97.8% | $430-62.4% |