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... | $795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,792 | $52,961-30.5% | $172,752-78.7% | $65,185-43.6% |
| Participation rate | 63.4% | 66.2%-2.8pp | 82.6%-19.3pp | 70.2%-6.8pp |
| Annual return | 25.44% | 30.12%-4.7pp | 802.97%-777.5pp | 29.38%-3.9pp |
| Employer contribution / active EE | $602 | $2,190-72.5% | $5,144-88.3% | $2,177-72.4% |
| Participant deferral / active EE | $1,745 | $2,471-29.4% | $5,198-66.4% | $3,514-50.3% |
| Admin fee / account holder | $6 | $472-98.7% | $13,955-100.0% | $847-99.3% |