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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,506 |
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 | $19,506 | $63,768-69.4% | $98,483-80.2% | $79,391-75.4% |
| Participation rate | 99.4% | 69.9%+29.6pp | 73.3%+26.1pp | 70.7%+28.7pp |
| Annual return | 14.37% | 626.18%-611.8pp | 1494.38%-1480.0pp | 116.88%-102.5pp |
| Employer contribution / active EE | $1,814 | $2,558-29.1% | $2,961-38.7% | $2,428-25.3% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $11 | $516-97.9% | $5,953-99.8% | $627-98.3% |