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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $622 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,198 | $51,197+21.5% | $82,719-24.8% | $66,914-7.0% |
| Participation rate | 51.9% | 67.8%-15.9pp | 72.6%-20.6pp | 69.8%-17.9pp |
| Annual return | -16.72% | -9.64%-7.1pp | 701.18%-717.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,304 | $3,458-33.4% | $4,395-47.6% | $4,237-45.6% |
| Admin fee / account holder | $5 | $416-98.7% | $5,329-99.9% | $593-99.1% |