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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,400 |
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,404 | $66,124-73.7% | $90,461-80.8% | $73,497-76.3% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 15.07% | 17.65%-2.6pp | 1294.76%-1279.7pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,875 | $2,346-20.1% | $3,264-42.6% | $2,270-17.4% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10 | $396-97.4% | $5,617-99.8% | $513-98.0% |