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 ... | $1,555 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,983 | $61,172-72.2% | $185,851-90.9% | $79,389-78.6% |
| Participation rate | 95.9% | 66.6%+29.2pp | 81.7%+14.2pp | 70.7%+25.2pp |
| Annual return | 26.60% | 19.45%+7.2pp | 122.11%-95.5pp | 116.89%-90.3pp |
| Employer contribution / active EE | $540 | $2,321-76.7% | $5,168-89.6% | $2,428-77.8% |
| Participant deferral / active EE | $2,016 | $2,788-27.7% | $5,569-63.8% | $4,046-50.2% |
| Admin fee / account holder | $5 | $710-99.3% | $16,245-100.0% | $626-99.2% |