Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | Claims processing; Participant loan p... | $1,988 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,078 | $48,327-37.8% | $67,575-55.5% | $80,935-62.8% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.7%+30.0pp |
| Annual return | 23.02% | 18.31%+4.7pp | 3528.98%-3506.0pp | 35.66%-12.6pp |
| Employer contribution / active EE | $2,315 | $2,022+14.5% | $2,736-15.4% | $2,757-16.0% |
| Participant deferral / active EE | $1,190 | $2,927-59.3% | $4,003-70.3% | $4,299-72.3% |
| Admin fee / account holder | $13 | $3,692-99.6% | $3,993-99.7% | $6,924-99.8% |