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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $782 |
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 | $23,044 | $58,895-60.9% | $178,503-87.1% | $73,497-68.6% |
| Participation rate | 59.4% | 66.2%-6.8pp | 81.9%-22.5pp | 70.7%-11.3pp |
| Annual return | 13.12% | 24.86%-11.7pp | 151.12%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $560 | $2,236-75.0% | $5,011-88.8% | $2,270-75.3% |
| Participant deferral / active EE | $1,504 | $2,567-41.4% | $5,202-71.1% | $3,740-59.8% |
| Admin fee / account holder | $8 | $400-98.0% | $13,987-99.9% | $513-98.4% |