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... | $6,437 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,513 | $52,293-58.9% | $178,499-87.9% | $73,412-70.7% |
| Participation rate | 95.3% | 65.3%+30.0pp | 81.9%+13.4pp | 72.2%+23.2pp |
| Annual return | 4.96% | 34.75%-29.8pp | 151.10%-146.1pp | 59.30%-54.3pp |
| Employer contribution / active EE | $656 | $1,735-62.2% | $5,011-86.9% | $2,234-70.6% |
| Participant deferral / active EE | $2,093 | $2,332-10.3% | $5,202-59.8% | $3,806-45.0% |
| Admin fee / account holder | $12 | $127-90.3% | $13,986-99.9% | $158-92.2% |