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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $101,123 | $47,105+114.7% | $68,368+47.9% | $67,986+48.7% |
| Participation rate | 50.0% | 51.8%-1.8pp | 73.8%-23.8pp | 57.2%-7.2pp |
| Annual return | 12.75% | 48.37%-35.6pp | 292.57%-279.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,981 | $2,374+25.6% | $4,123-27.7% | $3,358-11.2% |
| Admin fee / account holder | $8 | $2,435-99.7% | $5,150-99.8% | $3,203-99.7% |