Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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... | $623 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,372 | $73,863+2.0% | $143,797-47.6% | $68,490+10.0% |
| Participation rate | 89.8% | 66.7%+23.1pp | 80.3%+9.5pp | 67.9%+21.9pp |
| Annual return | -9.51% | 0.91%-10.4pp | -0.04%-9.5pp | -7.85%-1.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,483 | $3,385-56.2% | $5,638-73.7% | $4,028-63.2% |
| Admin fee / account holder | $4 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |