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... | $1,725 |
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).
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 | $23,760 | $58,895-59.7% | $178,503-86.7% | $73,497-67.7% |
| Participation rate | 97.7% | 66.2%+31.5pp | 81.9%+15.8pp | 70.7%+27.0pp |
| Annual return | 3.39% | 24.86%-21.5pp | 151.12%-147.7pp | 28.51%-25.1pp |
| Employer contribution / active EE | $1,998 | $2,236-10.6% | $5,011-60.1% | $2,270-12.0% |
| Participant deferral / active EE | $1,546 | $2,567-39.8% | $5,202-70.3% | $3,740-58.7% |
| Admin fee / account holder | $7 | $400-98.2% | $13,987-99.9% | $513-98.6% |