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 ... | $367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,145 | $73,848-83.6% | $143,799-91.6% | $68,486-82.3% |
| Participation rate | 63.3% | 66.7%-3.3pp | 80.3%-17.0pp | 67.9%-4.6pp |
| Annual return | -11.17% | 0.91%-12.1pp | -0.04%-11.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $351 | $3,184-89.0% | $4,952-92.9% | $2,597-86.5% |
| Participant deferral / active EE | $1,399 | $3,385-58.7% | $5,638-75.2% | $4,028-65.3% |
| Admin fee / account holder | $3 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |