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 | $78,562-54.9% | $105,608-66.4% | $74,429-52.4% |
| Participation rate | 86.1% | 72.8%+13.3pp | 75.3%+10.8pp | 67.2%+18.9pp |
| Annual return | 33.25% | 15.94%+17.3pp | 116.50%-83.2pp | 1368.38%-1335.1pp |
| Employer contribution / active EE | $5,410 | $2,521+114.6% | $3,167+70.8% | $2,625+106.1% |
| Participant deferral / active EE | $9,266 | $4,321+114.4% | $5,010+85.0% | $4,348+113.1% |
| Admin fee / account holder | $53 | $2,217-97.6% | $11,028-99.5% | $1,944-97.3% |