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 15 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,835 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,621 | $43,496+39.4% | $161,489-62.5% | $64,340-5.8% |
| Participation rate | 95.3% | 53.5%+41.8pp | 78.7%+16.6pp | 55.2%+40.1pp |
| Annual return | 9.91% | 20.76%-10.9pp | 89.72%-79.8pp | 24.14%-14.2pp |
| Employer contribution / active EE | $5,129 | $1,431+258.5% | $4,268+20.2% | $1,862+175.5% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $9 | $2,330-99.6% | $16,006-99.9% | $3,703-99.8% |