Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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; Account maintenanc... | $903 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,662 | $52,967-74.2% | $172,753-92.1% | $65,186-79.0% |
| Participation rate | 85.5% | 66.2%+19.3pp | 82.6%+2.9pp | 70.2%+15.3pp |
| Annual return | 21.75% | 30.12%-8.4pp | 803.00%-781.3pp | 29.39%-7.6pp |
| Employer contribution / active EE | $546 | $2,190-75.1% | $5,144-89.4% | $2,177-74.9% |
| Participant deferral / active EE | $912 | $2,471-63.1% | $5,198-82.5% | $3,514-74.1% |
| Admin fee / account holder | $7 | $472-98.4% | $13,956-99.9% | $847-99.1% |