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... | $2,229 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,198 | $46,464-84.5% | $150,298-95.2% | $79,634-91.0% |
| Participation rate | 78.3% | 57.0%+21.3pp | 77.8%+0.5pp | 62.5%+15.8pp |
| Annual return | 14.12% | 27.89%-13.8pp | 62.79%-48.7pp | 36.46%-22.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $608 | $2,157-71.8% | $5,453-88.9% | $3,835-84.2% |
| Admin fee / account holder | $5 | $891-99.4% | $14,116-100.0% | $1,002-99.5% |