Filed October 30, 2017
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 | Recordkeeping and information managem... | $311 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,327 | $52,961-52.2% | $172,752-85.3% | $65,185-61.1% |
| Participation rate | 73.0% | 66.2%+6.8pp | 82.6%-9.6pp | 70.2%+2.8pp |
| Annual return | 20.91% | 30.12%-9.2pp | 802.97%-782.1pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,213 | $2,190-44.6% | $5,144-76.4% | $2,177-44.3% |
| Participant deferral / active EE | $1,437 | $2,471-41.8% | $5,198-72.4% | $3,514-59.1% |
| Admin fee / account holder | $4 | $472-99.2% | $13,955-100.0% | $847-99.6% |