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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $780 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,195 | $51,223-27.4% | $82,763-55.1% | $66,949-44.4% |
| Participation rate | 33.3% | 67.9%-34.6pp | 72.6%-39.2pp | 69.8%-36.5pp |
| Annual return | -13.50% | -9.85%-3.6pp | 702.45%-715.9pp | 1.57%-15.1pp |
| Employer contribution / active EE | $3,432 | $2,611+31.5% | $3,008+14.1% | $2,545+34.8% |
| Participant deferral / active EE | $1,096 | $3,460-68.3% | $4,395-75.1% | $4,239-74.1% |
| Admin fee / account holder | $11 | $415-97.4% | $5,325-99.8% | $594-98.2% |