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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $2,014 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,366 | $55,437-59.7% | $155,534-85.6% | $74,459-70.0% |
| Participation rate | 68.8% | 61.9%+6.9pp | 78.2%-9.4pp | 67.2%+1.6pp |
| Annual return | 11.36% | 269.58%-258.2pp | 64.92%-53.6pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $1,090 | $2,266-51.9% | $4,675-76.7% | $2,626-58.5% |
| Participant deferral / active EE | $3,482 | $2,837+22.7% | $5,630-38.2% | $4,350-19.9% |
| Admin fee / account holder | $14 | $1,742-99.2% | $15,900-99.9% | $1,945-99.3% |