Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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... | $299 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,711 | $51,223-90.8% | $82,763-94.3% | $66,949-93.0% |
| Participation rate | 86.8% | 67.9%+18.9pp | 72.6%+14.2pp | 69.8%+17.0pp |
| Annual return | -12.12% | -9.85%-2.3pp | 702.45%-714.6pp | 1.57%-13.7pp |
| Employer contribution / active EE | $1,096 | $2,611-58.0% | $3,008-63.6% | $2,545-56.9% |
| Participant deferral / active EE | $646 | $3,460-81.3% | $4,395-85.3% | $4,239-84.8% |
| Admin fee / account holder | $1 | $415-99.7% | $5,325-100.0% | $594-99.8% |