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... | $1,483 |
Employer contribution per participant 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 | $18,103 | $81,276-77.7% | $155,574-88.4% | $80,925-77.6% |
| Participation rate | 76.2% | 66.2%+9.9pp | 78.2%-2.0pp | 67.7%+8.5pp |
| Annual return | 11.34% | 33.36%-22.0pp | 64.87%-53.5pp | 35.65%-24.3pp |
| Employer contribution / active EE | $154 | $3,103-95.0% | $4,676-96.7% | $2,756-94.4% |
| Participant deferral / active EE | $1,872 | $3,453-45.8% | $5,629-66.8% | $4,299-56.5% |
| Admin fee / account holder | $11 | $7,993-99.9% | $15,914-99.9% | $6,940-99.8% |