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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $3,253 |
Annual investment return 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 | $16,750 | $63,768-73.7% | $98,483-83.0% | $79,391-78.9% |
| Participation rate | 94.0% | 69.9%+24.1pp | 73.3%+20.6pp | 70.7%+23.3pp |
| Annual return | 11.83% | 626.18%-614.4pp | 1494.38%-1482.6pp | 116.88%-105.1pp |
| Employer contribution / active EE | $884 | $2,558-65.4% | $2,961-70.1% | $2,428-63.6% |
| Participant deferral / active EE | $1,205 | $3,305-63.5% | $4,276-71.8% | $4,046-70.2% |
| Admin fee / account holder | $25 | $516-95.2% | $5,953-99.6% | $627-96.1% |