Filed December 13, 2017
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; Recordke... | $2,119 |
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 | $22,570 | $55,470-59.3% | $155,556-85.5% | $74,478-69.7% |
| Participation rate | 62.3% | 61.9%+0.4pp | 78.2%-15.9pp | 67.2%-4.9pp |
| Annual return | 11.71% | 269.80%-258.1pp | 64.84%-53.1pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $758 | $2,267-66.6% | $4,675-83.8% | $2,626-71.1% |
| Participant deferral / active EE | $947 | $2,838-66.6% | $5,631-83.2% | $4,350-78.2% |
| Admin fee / account holder | $13 | $1,744-99.3% | $15,885-99.9% | $1,946-99.3% |