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 | Claims processing; Account maintenanc... | $1,294 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,556 | $61,356-35.5% | $149,696-73.6% | $71,511-44.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.47% | 35.86%-18.4pp | 134.46%-117.0pp | 28.86%-11.4pp |
| Employer contribution / active EE | $1,477 | $2,382-38.0% | $4,821-69.4% | $2,589-43.0% |
| Participant deferral / active EE | $3,745 | $2,920+28.3% | $5,682-34.1% | $4,291-12.7% |
| Admin fee / account holder | $9 | $1,263-99.3% | $13,212-99.9% | $1,588-99.5% |