Filed September 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,207 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,861 | $62,928-79.6% | $172,753-92.6% | $67,582-81.0% |
| Participation rate | 82.6% | 64.5%+18.1pp | 82.6%-0.1pp | 71.3%+11.3pp |
| Annual return | 22.15% | 30.36%-8.2pp | 803.00%-780.9pp | 378.57%-356.4pp |
| Employer contribution / active EE | $431 | $1,636-73.7% | $5,144-91.6% | $2,148-79.9% |
| Participant deferral / active EE | $830 | $2,145-61.3% | $5,198-84.0% | $3,539-76.5% |
| Admin fee / account holder | $8 | $167-95.5% | $13,956-99.9% | $142-94.7% |