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; Recordkeeping and ... | $693 |
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 | $30,004 | $73,863-59.4% | $143,797-79.1% | $68,490-56.2% |
| Participation rate | 86.7% | 66.7%+20.1pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -15.89% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,911 | $3,185-40.0% | $4,952-61.4% | $2,597-26.4% |
| Participant deferral / active EE | $2,480 | $3,385-26.7% | $5,638-56.0% | $4,028-38.4% |
| Admin fee / account holder | $6 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |