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 | Recordkeeping and information managem... | $1,168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,410 | $85,169-71.3% | $172,755-85.9% | $72,983-66.6% |
| Participation rate | 98.7% | 70.1%+28.7pp | 82.6%+16.1pp | 69.5%+29.2pp |
| Annual return | 7.28% | 27.32%-20.0pp | 802.94%-795.7pp | 81.01%-73.7pp |
| Employer contribution / active EE | $2,096 | $3,324-36.9% | $5,144-59.3% | $2,440-14.1% |
| Participant deferral / active EE | $2,005 | $3,260-38.5% | $5,198-61.4% | $3,608-44.4% |
| Admin fee / account holder | $1,356 | $5,880-76.9% | $13,955-90.3% | $5,124-73.5% |