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... | $3,215 |
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 | $14,589 | $58,888-75.2% | $178,499-91.8% | $73,493-80.1% |
| Participation rate | 98.2% | 66.2%+31.9pp | 81.9%+16.2pp | 70.7%+27.5pp |
| Annual return | 14.31% | 24.86%-10.5pp | 151.10%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $950 | $2,236-57.5% | $5,011-81.0% | $2,270-58.2% |
| Participant deferral / active EE | $1,260 | $2,568-50.9% | $5,202-75.8% | $3,740-66.3% |
| Admin fee / account holder | $10 | $400-97.6% | $13,986-99.9% | $513-98.1% |