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; Recordke... | $2,445 |
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 | $48,215 | $47,105+2.4% | $68,368-29.5% | $67,986-29.1% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 13.49% | 48.37%-34.9pp | 292.57%-279.1pp | 31.67%-18.2pp |
| Employer contribution / active EE | $3,887 | $1,859+109.2% | $2,649+46.8% | $2,019+92.6% |
| Participant deferral / active EE | $2,662 | $2,374+12.1% | $4,123-35.4% | $3,358-20.7% |
| Admin fee / account holder | $14 | $2,435-99.4% | $5,150-99.7% | $3,203-99.6% |