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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,063 | $41,151-44.0% | $80,648-71.4% | $71,529-67.8% |
| Participation rate | 63.8% | 50.2%+13.5pp | 67.0%-3.3pp | 67.9%-4.2pp |
| Annual return | 13.49% | 38.49%-25.0pp | 937.21%-923.7pp | 28.97%-15.5pp |
| Employer contribution / active EE | $429 | $1,513-71.6% | $2,724-84.2% | $2,590-83.4% |
| Participant deferral / active EE | $1,068 | $2,700-60.4% | $4,443-76.0% | $4,291-75.1% |
| Admin fee / account holder | $7 | $1,842-99.6% | $5,382-99.9% | $1,588-99.6% |