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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 | $45,343-48.7% | $150,298-84.5% | $67,986-65.8% |
| Participation rate | 90.7% | 51.9%+38.9pp | 77.8%+13.0pp | 57.2%+33.5pp |
| Annual return | 13.53% | 33.28%-19.7pp | 62.79%-49.3pp | 31.67%-18.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,607 | $2,055-21.8% | $5,453-70.5% | $3,358-52.1% |
| Admin fee / account holder | $28 | $2,250-98.8% | $14,116-99.8% | $3,203-99.1% |