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 | Participant loan processing; Claims p... | $1,043 |
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 | $21,930 | $51,620-57.5% | $90,324-75.7% | $65,186-66.4% |
| Participation rate | 86.1% | 68.6%+17.5pp | 73.3%+12.8pp | 70.2%+15.9pp |
| Annual return | 24.48% | 24.94%-0.5pp | 78.15%-53.7pp | 29.39%-4.9pp |
| Employer contribution / active EE | $932 | $2,235-58.3% | $2,856-67.4% | $2,177-57.2% |
| Participant deferral / active EE | $1,822 | $2,871-36.5% | $3,885-53.1% | $3,514-48.1% |
| Admin fee / account holder | $8 | $384-97.9% | $5,356-99.9% | $847-99.1% |