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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $392 |
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 | $53,500 | $65,440-18.2% | $98,506-45.7% | $85,851-37.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 21.33% | 21.75%-0.4pp | 1494.92%-1473.6pp | 318.63%-297.3pp |
| Employer contribution / active EE | $2,504 | $2,169+15.4% | $2,961-15.4% | $2,565-2.4% |
| Participant deferral / active EE | $3,959 | $3,168+25.0% | $4,277-7.4% | $3,952+0.2% |
| Admin fee / account holder | $1,006 | $4,596-78.1% | $5,955-83.1% | $6,261-83.9% |