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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $1,129 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,069 | $66,949-74.5% | - | $66,949-74.5% |
| Participation rate | 97.1% | 69.8%+27.3pp | - | 69.8%+27.3pp |
| Annual return | -16.04% | 1.57%-17.6pp | - | 1.57%-17.6pp |
| Employer contribution / active EE | $1,697 | $2,545-33.3% | - | $2,545-33.3% |
| Participant deferral / active EE | $0 | $4,239-100.0% | - | $4,239-100.0% |
| Admin fee / account holder | $7 | $594-98.8% | - | $594-98.8% |