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 | Recordkeeping and information managem... | $1,047 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,071 | $58,895-72.7% | $178,503-91.0% | $73,497-78.1% |
| Participation rate | 81.5% | 66.2%+15.3pp | 81.9%-0.4pp | 70.7%+10.8pp |
| Annual return | 9.05% | 24.86%-15.8pp | 151.12%-142.1pp | 28.51%-19.5pp |
| Employer contribution / active EE | $518 | $2,236-76.9% | $5,011-89.7% | $2,270-77.2% |
| Participant deferral / active EE | $810 | $2,567-68.4% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $9 | $400-97.8% | $13,987-99.9% | $513-98.3% |