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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,740 |
Annual investment return 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 | $19,460 | $45,343-57.1% | $150,298-87.1% | $67,986-71.4% |
| Participation rate | 98.5% | 51.9%+46.6pp | 77.8%+20.7pp | 57.2%+41.3pp |
| Annual return | 11.19% | 33.28%-22.1pp | 62.79%-51.6pp | 31.67%-20.5pp |
| Employer contribution / active EE | $1,307 | $1,462-10.6% | $4,154-68.5% | $2,019-35.3% |
| Participant deferral / active EE | $799 | $2,055-61.1% | $5,453-85.4% | $3,358-76.2% |
| Admin fee / account holder | $8 | $2,250-99.6% | $14,116-99.9% | $3,203-99.7% |