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; Account ... | $740 |
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 | $41,769 | $51,223-18.5% | $82,763-49.5% | $66,949-37.6% |
| Participation rate | 87.1% | 67.9%+19.2pp | 72.6%+14.5pp | 69.8%+17.2pp |
| Annual return | -12.73% | -9.85%-2.9pp | 702.45%-715.2pp | 1.57%-14.3pp |
| Employer contribution / active EE | $2,338 | $2,611-10.5% | $3,008-22.3% | $2,545-8.2% |
| Participant deferral / active EE | $4,496 | $3,460+29.9% | $4,395+2.3% | $4,239+6.1% |
| Admin fee / account holder | $4 | $415-99.1% | $5,325-99.9% | $594-99.4% |