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... | $923 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,872 | $45,343-60.6% | $150,298-88.1% | $67,986-73.7% |
| Participation rate | 90.2% | 51.9%+38.3pp | 77.8%+12.4pp | 57.2%+33.0pp |
| Annual return | 10.09% | 33.28%-23.2pp | 62.79%-52.7pp | 31.67%-21.6pp |
| Employer contribution / active EE | $760 | $1,462-48.0% | $4,154-81.7% | $2,019-62.4% |
| Participant deferral / active EE | $707 | $2,055-65.6% | $5,453-87.0% | $3,358-78.9% |
| Admin fee / account holder | $7 | $2,250-99.7% | $14,116-100.0% | $3,203-99.8% |