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 | Participant loan processing; Claims p... | $5,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,448 | $55,437-63.1% | $155,534-86.9% | $74,459-72.5% |
| Participation rate | 92.9% | 61.9%+31.0pp | 78.2%+14.6pp | 67.2%+25.6pp |
| Annual return | 10.46% | 269.58%-259.1pp | 64.92%-54.5pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $878 | $2,266-61.3% | $4,675-81.2% | $2,626-66.6% |
| Participant deferral / active EE | $586 | $2,837-79.3% | $5,630-89.6% | $4,350-86.5% |
| Admin fee / account holder | $18 | $1,742-99.0% | $15,900-99.9% | $1,945-99.1% |