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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $426 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,299 | $58,895-70.6% | $178,503-90.3% | $73,497-76.5% |
| Participation rate | 69.2% | 66.2%+3.0pp | 81.9%-12.7pp | 70.7%-1.5pp |
| Annual return | 17.58% | 24.86%-7.3pp | 151.12%-133.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,063 | $2,236-52.5% | $5,011-78.8% | $2,270-53.2% |
| Participant deferral / active EE | $1,887 | $2,567-26.5% | $5,202-63.7% | $3,740-49.5% |
| Admin fee / account holder | $3 | $400-99.3% | $13,987-100.0% | $513-99.5% |