Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 ... | $151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,841 | $61,391-56.3% | $149,723-82.1% | $71,529-62.5% |
| Participation rate | 31.3% | 62.5%-31.2pp | 78.8%-47.5pp | 67.9%-36.6pp |
| Annual return | 11.36% | 35.88%-24.5pp | 134.50%-123.1pp | 28.97%-17.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,077 | $2,921-63.1% | $5,682-81.1% | $4,291-74.9% |
| Admin fee / account holder | $1 | $1,264-99.9% | $13,215-100.0% | $1,588-99.9% |