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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $731 |
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 | $100,448 | $70,435+42.6% | $96,575+4.0% | $85,856+17.0% |
| Participation rate | 71.6% | 61.8%+9.8pp | 69.8%+1.8pp | 69.3%+2.3pp |
| Annual return | 14.37% | 18.59%-4.2pp | 37.79%-23.4pp | 318.58%-304.2pp |
| Employer contribution / active EE | $394 | $1,413-72.1% | $2,357-83.3% | $2,565-84.6% |
| Participant deferral / active EE | $3,135 | $2,894+8.3% | $3,849-18.5% | $3,952-20.7% |
| Admin fee / account holder | $3,985 | $4,997-20.3% | $6,182-35.5% | $6,261-36.4% |