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 | Account maintenance fees; Claims proc... | $2,693 |
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 | $35,932 | $95,406-62.3% | $185,849-80.7% | $85,847-58.1% |
| Participation rate | 94.8% | 68.8%+26.0pp | 81.7%+13.1pp | 69.3%+25.5pp |
| Annual return | 12.48% | 23.59%-11.1pp | 122.10%-109.6pp | 318.61%-306.1pp |
| Employer contribution / active EE | $1,758 | $3,314-46.9% | $5,169-66.0% | $2,565-31.5% |
| Participant deferral / active EE | $2,729 | $3,424-20.3% | $5,569-51.0% | $3,952-30.9% |
| Admin fee / account holder | $13 | $7,214-99.8% | $16,244-99.9% | $6,261-99.8% |