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 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $13,914 |
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 | $58,923 | $74,706-21.1% | $75,731-22.2% | $79,389-25.8% |
| Participation rate | 97.7% | 75.3%+22.4pp | 74.8%+22.9pp | 70.7%+27.0pp |
| Annual return | 14.50% | 18.52%-4.0pp | 104.65%-90.2pp | 116.89%-102.4pp |
| Employer contribution / active EE | $3,047 | $2,590+17.7% | $2,743+11.1% | $2,428+25.5% |
| Participant deferral / active EE | $4,249 | $3,533+20.2% | $3,820+11.2% | $4,046+5.0% |
| Admin fee / account holder | $36 | $374-90.5% | $3,620-99.0% | $626-94.3% |