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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,418 |
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 | $9,001 | $65,434-86.2% | $98,483-90.9% | $85,847-89.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 25.00% | 21.75%+3.2pp | 1494.38%-1469.4pp | 318.61%-293.6pp |
| Employer contribution / active EE | $410 | $2,169-81.1% | $2,961-86.1% | $2,565-84.0% |
| Participant deferral / active EE | $1,028 | $3,168-67.5% | $4,276-76.0% | $3,952-74.0% |
| Admin fee / account holder | $12 | $4,595-99.7% | $5,953-99.8% | $6,261-99.8% |