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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,667 | $58,895-58.1% | $178,503-86.2% | $73,497-66.4% |
| Participation rate | 69.6% | 66.2%+3.4pp | 81.9%-12.3pp | 70.7%-1.1pp |
| Annual return | 15.29% | 24.86%-9.6pp | 151.12%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $653 | $2,236-70.8% | $5,011-87.0% | $2,270-71.2% |
| Participant deferral / active EE | $832 | $2,567-67.6% | $5,202-84.0% | $3,740-77.7% |
| Admin fee / account holder | $9 | $400-97.8% | $13,987-99.9% | $513-98.3% |