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... | $2,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $40,694 | $52,722-22.8% | $90,461-55.0% | $73,412-44.6% |
| Participation rate | 35.3% | 67.7%-32.5pp | 72.7%-37.4pp | 72.2%-36.9pp |
| Annual return | 6.74% | 20.70%-14.0pp | 1294.76%-1288.0pp | 59.30%-52.6pp |
| Employer contribution / active EE | $1,166 | $1,872-37.7% | $3,264-64.3% | $2,234-47.8% |
| Participant deferral / active EE | $1,340 | $2,810-52.3% | $3,964-66.2% | $3,806-64.8% |
| Admin fee / account holder | $7 | $117-94.2% | $5,617-99.9% | $158-95.7% |