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... | $1,090 |
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 | $21,532 | $66,124-67.4% | $90,461-76.2% | $73,497-70.7% |
| Participation rate | 91.9% | 69.7%+22.2pp | 72.7%+19.2pp | 70.7%+21.2pp |
| Annual return | 15.74% | 17.65%-1.9pp | 1294.76%-1279.0pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,355 | $2,346-42.2% | $3,264-58.5% | $2,270-40.3% |
| Participant deferral / active EE | $1,607 | $3,039-47.1% | $3,964-59.5% | $3,740-57.0% |
| Admin fee / account holder | $5 | $396-98.8% | $5,617-99.9% | $513-99.0% |