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 | Participant loan processing; Recordke... | $817 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,450 | $61,356-89.5% | $149,696-95.7% | $71,511-91.0% |
| Participation rate | 84.3% | 62.5%+21.8pp | 78.8%+5.5pp | 67.9%+16.4pp |
| Annual return | 18.46% | 35.86%-17.4pp | 134.46%-116.0pp | 28.86%-10.4pp |
| Employer contribution / active EE | $1,074 | $2,382-54.9% | $4,821-77.7% | $2,589-58.5% |
| Participant deferral / active EE | $1,083 | $2,920-62.9% | $5,682-80.9% | $4,291-74.8% |
| Admin fee / account holder | $2 | $1,263-99.8% | $13,212-100.0% | $1,588-99.9% |