Filed January 4, 2018
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... | $8,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,347 | $46,332-41.0% | $143,797-81.0% | $64,824-57.8% |
| Participation rate | 58.1% | 64.2%-6.2pp | 80.3%-22.2pp | 71.5%-13.4pp |
| Annual return | -15.16% | -10.05%-5.1pp | -0.04%-15.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $607 | $1,911-68.2% | $4,952-87.7% | $2,507-75.8% |
| Participant deferral / active EE | $1,698 | $2,647-35.9% | $5,638-69.9% | $4,311-60.6% |
| Admin fee / account holder | $10 | $154-93.6% | $14,679-99.9% | $188-94.8% |