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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $903 |
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 | $18,993 | $61,166-68.9% | $185,837-89.8% | $79,393-76.1% |
| Participation rate | 90.7% | 66.6%+24.1pp | 81.7%+9.0pp | 70.7%+20.0pp |
| Annual return | 13.01% | 19.45%-6.4pp | 122.08%-109.1pp | 116.87%-103.9pp |
| Employer contribution / active EE | $423 | $2,321-81.8% | $5,168-91.8% | $2,428-82.6% |
| Participant deferral / active EE | $846 | $2,789-69.7% | $5,568-84.8% | $4,046-79.1% |
| Admin fee / account holder | $6 | $710-99.2% | $16,241-100.0% | $627-99.1% |