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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $51 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,447 | $77,908-53.2% | $149,696-75.7% | $75,173-51.5% |
| Participation rate | 40.7% | 65.6%-24.9pp | 78.8%-38.1pp | 67.2%-26.5pp |
| Annual return | 5.84% | 31.73%-25.9pp | 134.46%-128.6pp | 160.72%-154.9pp |
| Employer contribution / active EE | $2,942 | $3,138-6.2% | $4,821-39.0% | $2,671+10.1% |
| Participant deferral / active EE | $908 | $3,411-73.4% | $5,682-84.0% | $4,126-78.0% |
| Admin fee / account holder | $1 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |