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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 51 MADISON AVE STE 151 · NEW YORK, NY 100101614 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,847 | $77,816-77.1% | $123,552-85.6% | $64,173-72.2% |
| Participation rate | 57.5% | 74.7%-17.2pp | 82.3%-24.8pp | 69.6%-12.1pp |
| Annual return | -8.93% | 12.49%-21.4pp | 119.20%-128.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,612 | $3,014-46.5% | $4,628-65.2% | $2,381-32.3% |
| Participant deferral / active EE | $2,408 | $5,240-54.0% | $6,426-62.5% | $3,470-30.6% |
| Admin fee / account holder | $23 | $5,519-99.6% | $9,285-99.8% | $4,887-99.5% |