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... | $24,565 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,375 | $50,151-71.3% | $149,696-90.4% | $80,157-82.1% |
| Participation rate | 75.3% | 64.3%+11.0pp | 78.8%-3.5pp | 72.9%+2.3pp |
| Annual return | 18.50% | 29.80%-11.3pp | 134.46%-116.0pp | 40.39%-21.9pp |
| Employer contribution / active EE | $1,432 | $1,867-23.3% | $4,821-70.3% | $2,977-51.9% |
| Participant deferral / active EE | $963 | $3,194-69.8% | $5,682-83.0% | $5,015-80.8% |
| Admin fee / account holder | $6 | $153-96.2% | $13,212-100.0% | $145-96.0% |