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 ... | $3,107 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,257 | $83,023-52.7% | $102,437-61.7% | $77,762-49.5% |
| Participation rate | 81.2% | 71.5%+9.7pp | 74.5%+6.7pp | 70.6%+10.6pp |
| Annual return | 14.84% | 19.12%-4.3pp | 24.95%-10.1pp | 31.27%-16.4pp |
| Employer contribution / active EE | $1,319 | $3,552-62.9% | $3,871-65.9% | $2,728-51.7% |
| Participant deferral / active EE | $2,721 | $4,110-33.8% | $5,060-46.2% | $4,651-41.5% |
| Admin fee / account holder | $10 | $639-98.5% | $8,388-99.9% | $433-97.8% |