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; Participant loan p... | $2,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,361 | $58,895-82.4% | $178,503-94.2% | $73,497-85.9% |
| Participation rate | 59.3% | 66.2%-7.0pp | 81.9%-22.7pp | 70.7%-11.4pp |
| Annual return | 12.52% | 24.86%-12.3pp | 151.12%-138.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $402 | $2,236-82.0% | $5,011-92.0% | $2,270-82.3% |
| Participant deferral / active EE | $740 | $2,567-71.2% | $5,202-85.8% | $3,740-80.2% |
| Admin fee / account holder | $9 | $400-97.8% | $13,987-99.9% | $513-98.3% |