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; Recordkeeping and ... | $1,377 |
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 | $20,268 | $65,071-68.9% | $143,770-85.9% | $66,923-69.7% |
| Participation rate | 81.5% | 65.2%+16.3pp | 80.3%+1.2pp | 69.8%+11.7pp |
| Annual return | -12.74% | -11.14%-1.6pp | -0.04%-12.7pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,471 | $2,361-37.7% | $4,951-70.3% | $2,545-42.2% |
| Participant deferral / active EE | $1,824 | $2,919-37.5% | $5,638-67.6% | $4,237-57.0% |
| Admin fee / account holder | $5 | $502-98.9% | $14,673-100.0% | $593-99.1% |