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 ... | $1,509 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,885 | $58,888-45.9% | $178,499-82.1% | $73,493-56.6% |
| Participation rate | 86.2% | 66.2%+19.9pp | 81.9%+4.2pp | 70.7%+15.5pp |
| Annual return | 6.41% | 24.86%-18.4pp | 151.10%-144.7pp | 28.51%-22.1pp |
| Employer contribution / active EE | $808 | $2,236-63.9% | $5,011-83.9% | $2,270-64.4% |
| Participant deferral / active EE | $1,135 | $2,568-55.8% | $5,202-78.2% | $3,740-69.7% |
| Admin fee / account holder | $8 | $400-98.1% | $13,986-99.9% | $513-98.5% |