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... | $561 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,772 | $52,967-51.3% | $172,753-85.1% | $65,186-60.5% |
| Participation rate | 97.3% | 66.2%+31.1pp | 82.6%+14.6pp | 70.2%+27.1pp |
| Annual return | 39.78% | 30.12%+9.7pp | 803.00%-763.2pp | 29.39%+10.4pp |
| Employer contribution / active EE | $220 | $2,190-90.0% | $5,144-95.7% | $2,177-89.9% |
| Participant deferral / active EE | $3,315 | $2,471+34.2% | $5,198-36.2% | $3,514-5.7% |
| Admin fee / account holder | $3 | $472-99.4% | $13,956-100.0% | $847-99.7% |