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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $18,590 | $55,470-66.5% | $155,556-88.0% | $74,478-75.0% |
| Participation rate | 61.0% | 61.9%-1.0pp | 78.2%-17.3pp | 67.2%-6.3pp |
| Annual return | 15.69% | 269.80%-254.1pp | 64.84%-49.1pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $1,235 | $2,267-45.5% | $4,675-73.6% | $2,626-53.0% |
| Participant deferral / active EE | $805 | $2,838-71.6% | $5,631-85.7% | $4,350-81.5% |
| Admin fee / account holder | $12 | $1,744-99.3% | $15,885-99.9% | $1,946-99.4% |