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 ... | $993 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,778 | $60,139-63.8% | $90,461-75.9% | $79,856-72.7% |
| Participation rate | 88.3% | 65.0%+23.3pp | 72.7%+15.6pp | 69.6%+18.7pp |
| Annual return | 10.25% | 71.96%-61.7pp | 1294.76%-1284.5pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,422 | $2,069-31.3% | $3,264-56.4% | $2,471-42.5% |
| Participant deferral / active EE | $1,327 | $2,939-54.8% | $3,964-66.5% | $3,741-64.5% |
| Admin fee / account holder | $8 | $3,978-99.8% | $5,617-99.9% | $5,306-99.8% |