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... | $1,503 |
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 | $29,841 | $52,967-43.7% | $172,753-82.7% | $65,186-54.2% |
| Participation rate | 98.7% | 66.2%+32.5pp | 82.6%+16.1pp | 70.2%+28.5pp |
| Annual return | 21.80% | 30.12%-8.3pp | 803.00%-781.2pp | 29.39%-7.6pp |
| Employer contribution / active EE | $1,653 | $2,190-24.5% | $5,144-67.9% | $2,177-24.1% |
| Participant deferral / active EE | $4,133 | $2,471+67.3% | $5,198-20.5% | $3,514+17.6% |
| Admin fee / account holder | $4 | $472-99.1% | $13,956-100.0% | $847-99.5% |