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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 | $43,730+131.2% | $66,674+51.7% | $64,097+57.8% |
| Participation rate | 50.0% | 50.7%-0.7pp | 73.7%-23.7pp | 55.2%-5.2pp |
| Annual return | 12.75% | 53.62%-40.9pp | 321.24%-308.5pp | 34.64%-21.9pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,981 | $2,122+40.5% | $4,084-27.0% | $3,080-3.2% |
| Admin fee / account holder | $8 | $2,708-99.7% | $5,098-99.8% | $3,454-99.8% |