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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $0 |
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 | $18,167 | $63,768-71.5% | $98,506-81.6% | $79,389-77.1% |
| Participation rate | 70.9% | 69.9%+1.0pp | 73.3%-2.5pp | 70.7%+0.1pp |
| Annual return | 37.85% | 626.18%-588.3pp | 1494.92%-1457.1pp | 116.89%-79.0pp |
| Employer contribution / active EE | $1,147 | $2,558-55.1% | $2,961-61.3% | $2,428-52.7% |
| Participant deferral / active EE | $1,659 | $3,305-49.8% | $4,277-61.2% | $4,046-59.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,955-100.0% | $626-100.0% |