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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,108 | $61,166-70.4% | $185,849-90.3% | $79,391-77.2% |
| Participation rate | 68.9% | 66.6%+2.2pp | 81.7%-12.8pp | 70.7%-1.8pp |
| Annual return | 14.80% | 19.45%-4.7pp | 122.10%-107.3pp | 116.88%-102.1pp |
| Employer contribution / active EE | $695 | $2,321-70.0% | $5,169-86.5% | $2,428-71.4% |
| Participant deferral / active EE | $932 | $2,789-66.6% | $5,569-83.3% | $4,046-77.0% |
| Admin fee / account holder | $7 | $710-99.0% | $16,244-100.0% | $627-98.8% |