Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $14,176 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,207 | $47,163-72.0% | $149,696-91.2% | $74,460-82.3% |
| Participation rate | 84.1% | 63.4%+20.6pp | 78.8%+5.3pp | 70.7%+13.3pp |
| Annual return | 12.79% | 22.75%-10.0pp | 134.46%-121.7pp | 34.38%-21.6pp |
| Employer contribution / active EE | $767 | $1,907-59.8% | $4,821-84.1% | $2,638-70.9% |
| Participant deferral / active EE | $1,890 | $2,730-30.8% | $5,682-66.7% | $4,530-58.3% |
| Admin fee / account holder | $40 | $343-88.4% | $13,212-99.7% | $348-88.5% |