Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $9,183 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,445 | $78,483-54.8% | $106,201-66.6% | $74,546-52.5% |
| Participation rate | 86.1% | 72.8%+13.3pp | 75.3%+10.8pp | 67.2%+18.9pp |
| Annual return | 33.25% | 15.94%+17.3pp | 116.26%-83.0pp | 1366.03%-1332.8pp |
| Employer contribution / active EE | $5,410 | $2,522+114.5% | $3,170+70.7% | $2,624+106.1% |
| Participant deferral / active EE | $9,266 | $4,320+114.5% | $5,012+84.9% | $4,347+113.1% |
| Admin fee / account holder | $53 | $2,236-97.6% | $11,039-99.5% | $1,944-97.3% |