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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $100,515 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,821 | $101,539+112.6% | $147,041+46.8% | $74,400+190.1% |
| Participation rate | 76.2% | 75.5%+0.6pp | 82.2%-6.0pp | 67.2%+8.9pp |
| Annual return | 23.88% | 8740.84%-8717.0pp | 419.21%-395.3pp | 1367.51%-1343.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,521 | $7,304+71.4% | $8,071+55.1% | $4,348+188.0% |
| Admin fee / account holder | $777 | $1,749-55.6% | $13,006-94.0% | $1,944-60.0% |