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 | Claims processing; Recordkeeping and ... | $1,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,887 | $73,848-37.9% | $143,799-68.1% | $68,486-33.0% |
| Participation rate | 67.7% | 66.7%+1.0pp | 80.3%-12.6pp | 67.9%-0.2pp |
| Annual return | -14.85% | 0.91%-15.8pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,257 | $3,184-60.5% | $4,952-74.6% | $2,597-51.6% |
| Participant deferral / active EE | $1,861 | $3,385-45.0% | $5,638-67.0% | $4,028-53.8% |
| Admin fee / account holder | $8 | $5,755-99.9% | $14,677-99.9% | $5,404-99.8% |