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 ... | $483 |
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 | $29,760 | $91,198-67.4% | $178,503-83.3% | $79,856-62.7% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 11.29% | 24.20%-12.9pp | 151.12%-139.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,503 | $3,257-53.9% | $5,011-70.0% | $2,471-39.2% |
| Participant deferral / active EE | $1,495 | $3,237-53.8% | $5,202-71.3% | $3,741-60.0% |
| Admin fee / account holder | $4 | $6,748-99.9% | $13,987-100.0% | $5,306-99.9% |