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 ... | $861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,072 | $57,330-70.2% | $86,656-80.3% | $75,177-77.3% |
| Participation rate | 65.3% | 63.2%+2.1pp | 71.7%-6.4pp | 67.2%-1.9pp |
| Annual return | 17.18% | 2675.40%-2658.2pp | 593.09%-575.9pp | 160.75%-143.6pp |
| Employer contribution / active EE | $1,421 | $2,316-38.7% | $3,025-53.0% | $2,671-46.8% |
| Participant deferral / active EE | $1,376 | $3,320-58.6% | $4,439-69.0% | $4,126-66.7% |
| Admin fee / account holder | $6 | $4,115-99.8% | $5,619-99.9% | $5,651-99.9% |