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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,197 |
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 | $38,303 | $60,454-36.6% | $81,844-53.2% | $74,459-48.6% |
| Participation rate | 52.2% | 63.0%-10.8pp | 72.4%-20.2pp | 67.2%-15.0pp |
| Annual return | 11.62% | 16.87%-5.3pp | 778.87%-767.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $2,533 | $2,630-3.7% | $2,916-13.2% | $2,626-3.5% |
| Participant deferral / active EE | $1,254 | $3,398-63.1% | $4,323-71.0% | $4,350-71.2% |
| Admin fee / account holder | $10 | $1,490-99.3% | $7,355-99.9% | $1,945-99.5% |