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 ... | $1,204 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,546 | $52,961-19.7% | $172,752-75.4% | $65,185-34.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.20% | 30.12%-10.9pp | 802.97%-783.8pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,196 | $2,190-45.4% | $5,144-76.8% | $2,177-45.1% |
| Participant deferral / active EE | $3,657 | $2,471+48.0% | $5,198-29.6% | $3,514+4.1% |
| Admin fee / account holder | $5 | $472-98.9% | $13,955-100.0% | $847-99.4% |