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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $409 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,395 | $57,506-22.8% | $67,221-34.0% | $79,856-44.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 17.30% | 18.46%-1.2pp | 20.72%-3.4pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,247 | $2,961-24.1% | $3,723-39.6% | $2,471-9.1% |
| Participant deferral / active EE | $3,781 | $3,508+7.8% | $4,384-13.7% | $3,741+1.1% |
| Admin fee / account holder | $4,184 | $4,029+3.9% | $5,844-28.4% | $5,306-21.1% |