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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,021 |
Participant contribution per participant 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 | $13,126 | $65,125-79.8% | $143,797-90.9% | $66,949-80.4% |
| Participation rate | 87.7% | 65.2%+22.5pp | 80.3%+7.4pp | 69.8%+17.9pp |
| Annual return | 8.54% | -11.13%+19.7pp | -0.04%+8.6pp | 1.57%+7.0pp |
| Employer contribution / active EE | $818 | $2,362-65.4% | $4,952-83.5% | $2,545-67.9% |
| Participant deferral / active EE | $667 | $2,920-77.1% | $5,638-88.2% | $4,239-84.3% |
| Admin fee / account holder | $5 | $503-99.0% | $14,679-100.0% | $594-99.2% |