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 | Participant loan processing; Recordke... | $1,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,239 | $58,895-16.4% | $178,503-72.4% | $73,497-33.0% |
| Participation rate | 59.0% | 66.2%-7.3pp | 81.9%-23.0pp | 70.7%-11.7pp |
| Annual return | 12.01% | 24.86%-12.9pp | 151.12%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $434 | $2,236-80.6% | $5,011-91.3% | $2,270-80.9% |
| Participant deferral / active EE | $1,464 | $2,567-43.0% | $5,202-71.9% | $3,740-60.9% |
| Admin fee / account holder | $9 | $400-97.7% | $13,987-99.9% | $513-98.2% |