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; Participant loan p... | $622 |
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.
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 | $62,198 | $51,226+21.4% | $82,744-24.8% | $66,938-7.1% |
| Participation rate | 51.9% | 67.9%-16.0pp | 72.6%-20.6pp | 69.8%-17.9pp |
| Annual return | -16.72% | -9.61%-7.1pp | 702.22%-718.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,304 | $3,460-33.4% | $4,395-47.6% | $4,238-45.6% |
| Admin fee / account holder | $5 | $416-98.7% | $5,325-99.9% | $594-99.1% |