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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $1,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $24,966 | $52,967-52.9% | $172,753-85.5% | $65,186-61.7% |
| Participation rate | 46.4% | 66.2%-19.8pp | 82.6%-36.3pp | 70.2%-23.8pp |
| Annual return | 25.31% | 30.12%-4.8pp | 803.00%-777.7pp | 29.39%-4.1pp |
| Employer contribution / active EE | $288 | $2,190-86.8% | $5,144-94.4% | $2,177-86.7% |
| Participant deferral / active EE | $884 | $2,471-64.2% | $5,198-83.0% | $3,514-74.8% |
| Admin fee / account holder | $99 | $472-79.0% | $13,956-99.3% | $847-88.3% |