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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $712 |
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 | $33,167 | $58,888-43.7% | $178,499-81.4% | $73,493-54.9% |
| Participation rate | 68.1% | 66.2%+1.9pp | 81.9%-13.8pp | 70.7%-2.6pp |
| Annual return | 14.42% | 24.86%-10.4pp | 151.10%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,102 | $2,236-50.7% | $5,011-78.0% | $2,270-51.5% |
| Participant deferral / active EE | $1,325 | $2,568-48.4% | $5,202-74.5% | $3,740-64.6% |
| Admin fee / account holder | $5 | $400-98.7% | $13,986-100.0% | $513-98.9% |