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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,031 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,547 | $58,895-83.8% | $178,503-94.7% | $73,497-87.0% |
| Participation rate | 88.7% | 66.2%+22.5pp | 81.9%+6.7pp | 70.7%+18.0pp |
| Annual return | 13.73% | 24.86%-11.1pp | 151.12%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $591 | $2,236-73.6% | $5,011-88.2% | $2,270-74.0% |
| Participant deferral / active EE | $518 | $2,567-79.8% | $5,202-90.0% | $3,740-86.2% |
| Admin fee / account holder | $5 | $400-98.7% | $13,987-100.0% | $513-99.0% |