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... | $1,835 |
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 | $20,691 | $63,768-67.6% | $98,483-79.0% | $79,391-73.9% |
| Participation rate | 71.1% | 69.9%+1.3pp | 73.3%-2.2pp | 70.7%+0.4pp |
| Annual return | 28.06% | 626.18%-598.1pp | 1494.38%-1466.3pp | 116.88%-88.8pp |
| Employer contribution / active EE | $530 | $2,558-79.3% | $2,961-82.1% | $2,428-78.1% |
| Participant deferral / active EE | $1,104 | $3,305-66.6% | $4,276-74.2% | $4,046-72.7% |
| Admin fee / account holder | $13 | $516-97.5% | $5,953-99.8% | $627-97.9% |