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... | $1,033 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,962 | $91,179-88.0% | $178,499-93.9% | $79,852-86.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.68% | 24.19%-11.5pp | 151.10%-138.4pp | 31.72%-19.0pp |
| Employer contribution / active EE | $2,273 | $3,256-30.2% | $5,011-54.6% | $2,471-8.0% |
| Participant deferral / active EE | $1,437 | $3,236-55.6% | $5,202-72.4% | $3,740-61.6% |
| Admin fee / account holder | $11 | $6,749-99.8% | $13,986-99.9% | $5,306-99.8% |