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; Account maintenanc... | $2,682 |
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 | $29,785 | $85,171-65.0% | $172,753-82.8% | $72,976-59.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.75% | 27.32%-9.6pp | 803.00%-785.3pp | 81.02%-63.3pp |
| Employer contribution / active EE | $1,528 | $3,324-54.0% | $5,144-70.3% | $2,440-37.4% |
| Participant deferral / active EE | $2,244 | $3,260-31.2% | $5,198-56.8% | $3,608-37.8% |
| Admin fee / account holder | $13 | $5,880-99.8% | $13,956-99.9% | $5,124-99.7% |