Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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; Account ... | $5,093 |
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 | $15,912 | $45,119-64.7% | $85,126-81.3% | $74,429-78.6% |
| Participation rate | 91.3% | 49.4%+41.9pp | 67.5%+23.8pp | 67.2%+24.1pp |
| Annual return | 15.42% | 26.28%-10.9pp | 66.63%-51.2pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $1,243 | $1,460-14.9% | $2,731-54.5% | $2,625-52.6% |
| Participant deferral / active EE | $1,908 | $2,738-30.3% | $4,523-57.8% | $4,348-56.1% |
| Admin fee / account holder | $13 | $2,214-99.4% | $6,160-99.8% | $1,944-99.3% |