Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | Recordkeeping and information managem... | $1,139 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,437 | $58,888-77.2% | $178,499-92.5% | $73,493-81.7% |
| Participation rate | 75.6% | 66.2%+9.4pp | 81.9%-6.3pp | 70.7%+5.0pp |
| Annual return | 3.80% | 24.86%-21.1pp | 151.10%-147.3pp | 28.51%-24.7pp |
| Employer contribution / active EE | $1,041 | $2,236-53.4% | $5,011-79.2% | $2,270-54.1% |
| Participant deferral / active EE | $861 | $2,568-66.5% | $5,202-83.4% | $3,740-77.0% |
| Admin fee / account holder | $5 | $400-98.7% | $13,986-100.0% | $513-98.9% |