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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $484 |
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 | $77,196 | $58,264+32.5% | $86,617-10.9% | $71,495+8.0% |
| Participation rate | 50.3% | 65.0%-14.6pp | 71.7%-21.4pp | 67.9%-17.6pp |
| Annual return | 18.20% | 21.63%-3.4pp | 591.91%-573.7pp | 28.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,023-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,782 | $3,436-19.0% | $4,437-37.3% | $4,291-35.2% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,613-99.9% | $1,588-99.7% |