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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 | $43,496-46.5% | $161,489-85.6% | $64,340-63.8% |
| Participation rate | 90.7% | 53.5%+37.2pp | 78.7%+12.0pp | 55.2%+35.5pp |
| Annual return | 13.53% | 20.76%-7.2pp | 89.72%-76.2pp | 24.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,607 | $1,996-19.5% | $5,630-71.5% | $2,980-46.1% |
| Admin fee / account holder | $28 | $2,330-98.8% | $16,006-99.8% | $3,703-99.3% |