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 ... | $2,291 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,638 | $58,895-80.2% | $178,503-93.5% | $73,497-84.2% |
| Participation rate | 75.1% | 66.2%+8.9pp | 81.9%-6.8pp | 70.7%+4.4pp |
| Annual return | 12.91% | 24.86%-12.0pp | 151.12%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $685 | $2,236-69.4% | $5,011-86.3% | $2,270-69.8% |
| Participant deferral / active EE | $999 | $2,567-61.1% | $5,202-80.8% | $3,740-73.3% |
| Admin fee / account holder | $10 | $400-97.4% | $13,987-99.9% | $513-98.0% |