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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $4,331 |
Employer 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,267 | $46,688-50.2% | $189,758-87.7% | $69,733-66.6% |
| Participation rate | 90.7% | 61.7%+29.0pp | 79.8%+10.9pp | 62.5%+28.3pp |
| Annual return | 13.53% | 14.35%-0.8pp | 52.62%-39.1pp | 15.22%-1.7pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,607 | $2,143-25.0% | $5,856-72.6% | $3,054-47.4% |
| Admin fee / account holder | $28 | $1,700-98.4% | $20,388-99.9% | $3,102-99.1% |