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 | Recordkeeping and information managem... | $1,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,245 | $60,504-68.2% | $81,882-76.5% | $74,478-74.2% |
| Participation rate | 66.9% | 62.9%+4.0pp | 72.4%-5.5pp | 67.2%-0.3pp |
| Annual return | 16.83% | 16.91%-0.1pp | 779.47%-762.6pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $637 | $2,627-75.7% | $2,916-78.2% | $2,626-75.7% |
| Participant deferral / active EE | $2,347 | $3,400-31.0% | $4,323-45.7% | $4,350-46.1% |
| Admin fee / account holder | $10 | $1,492-99.3% | $7,360-99.9% | $1,946-99.5% |