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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $762 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,752 | $52,961-38.2% | $172,755-81.0% | $65,185-49.8% |
| Participation rate | 61.7% | 66.2%-4.5pp | 82.6%-20.9pp | 70.2%-8.5pp |
| Annual return | 66.33% | 30.12%+36.2pp | 802.94%-736.6pp | 29.38%+36.9pp |
| Employer contribution / active EE | $1,039 | $2,190-52.6% | $5,144-79.8% | $2,177-52.3% |
| Participant deferral / active EE | $1,440 | $2,471-41.7% | $5,198-72.3% | $3,514-59.0% |
| Admin fee / account holder | $6 | $472-98.7% | $13,955-100.0% | $847-99.3% |