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 | Claims processing; Recordkeeping and ... | $1,652 |
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 | $39,769 | $73,839-46.1% | $143,788-72.3% | $68,495-41.9% |
| Participation rate | 95.4% | 66.7%+28.7pp | 80.3%+15.1pp | 67.9%+27.5pp |
| Annual return | -10.86% | 1.01%-11.9pp | -0.03%-10.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,646 | $3,184-48.3% | $4,952-66.8% | $2,596-36.6% |
| Participant deferral / active EE | $1,994 | $3,384-41.1% | $5,638-64.6% | $4,028-50.5% |
| Admin fee / account holder | $11 | $5,755-99.8% | $14,675-99.9% | $5,403-99.8% |