Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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... | $1,598 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,860 | $99,957-72.1% | $149,745-81.4% | $73,497-62.1% |
| Participation rate | 84.8% | 75.7%+9.1pp | 82.5%+2.3pp | 70.7%+14.1pp |
| Annual return | 16.58% | 53.87%-37.3pp | 276.72%-260.1pp | 28.51%-11.9pp |
| Employer contribution / active EE | $774 | $3,191-75.7% | $4,646-83.3% | $2,270-65.9% |
| Participant deferral / active EE | $1,825 | $6,073-70.0% | $6,843-73.3% | $3,740-51.2% |
| Admin fee / account holder | $9 | $551-98.4% | $9,312-99.9% | $513-98.3% |