Filed March 13, 2026 (most recent of 2 filings on file)
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; Participant loan p... | $3,882 |
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 | $28,340 | $56,540-49.9% | $185,851-84.8% | $86,821-67.4% |
| Participation rate | 95.6% | 65.5%+30.1pp | 81.7%+13.9pp | 72.3%+23.3pp |
| Annual return | 16.97% | 118.20%-101.2pp | 122.11%-105.1pp | 97.94%-81.0pp |
| Employer contribution / active EE | $419 | $1,844-77.3% | $5,168-91.9% | $2,406-82.6% |
| Participant deferral / active EE | $918 | $2,555-64.1% | $5,569-83.5% | $4,132-77.8% |
| Admin fee / account holder | $10 | $150-93.3% | $16,245-99.9% | $170-94.1% |