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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $668 |
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 | $27,828 | $58,888-52.7% | $178,499-84.4% | $73,493-62.1% |
| Participation rate | 62.4% | 66.2%-3.8pp | 81.9%-19.5pp | 70.7%-8.2pp |
| Annual return | 17.13% | 24.86%-7.7pp | 151.10%-134.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $774 | $2,236-65.4% | $5,011-84.5% | $2,270-65.9% |
| Participant deferral / active EE | $1,166 | $2,568-54.6% | $5,202-77.6% | $3,740-68.8% |
| Admin fee / account holder | $97 | $400-75.8% | $13,986-99.3% | $513-81.1% |