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; Recordkeepi... | $5,427 |
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 | $18,686 | $62,928-70.3% | $172,753-89.2% | $67,582-72.3% |
| Participation rate | 99.0% | 64.5%+34.5pp | 82.6%+16.3pp | 71.3%+27.7pp |
| Annual return | 22.76% | 30.36%-7.6pp | 803.00%-780.2pp | 378.57%-355.8pp |
| Employer contribution / active EE | $610 | $1,636-62.7% | $5,144-88.1% | $2,148-71.6% |
| Participant deferral / active EE | $1,942 | $2,145-9.5% | $5,198-62.6% | $3,539-45.1% |
| Admin fee / account holder | $6 | $167-96.2% | $13,956-100.0% | $142-95.6% |