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 ... | $1,129 |
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 | $20,131 | $58,888-65.8% | $178,498-88.7% | $73,493-72.6% |
| Participation rate | 88.0% | 66.2%+21.8pp | 81.9%+6.1pp | 70.7%+17.4pp |
| Annual return | 16.29% | 24.86%-8.6pp | 151.09%-134.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,268 | $2,236-43.3% | $5,011-74.7% | $2,270-44.1% |
| Participant deferral / active EE | $1,614 | $2,568-37.1% | $5,202-69.0% | $3,740-56.8% |
| Admin fee / account holder | $8 | $400-98.1% | $13,985-99.9% | $513-98.5% |