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... | $1,226 |
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 | $35,746 | $61,356-41.7% | $149,696-76.1% | $71,511-50.0% |
| Participation rate | 69.1% | 62.5%+6.6pp | 78.8%-9.7pp | 67.9%+1.2pp |
| Annual return | 14.18% | 35.86%-21.7pp | 134.46%-120.3pp | 28.86%-14.7pp |
| Employer contribution / active EE | $1,421 | $2,382-40.3% | $4,821-70.5% | $2,589-45.1% |
| Participant deferral / active EE | $1,799 | $2,920-38.4% | $5,682-68.3% | $4,291-58.1% |
| Admin fee / account holder | $6 | $1,263-99.5% | $13,212-100.0% | $1,588-99.6% |