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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $334 |
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 | $26,990 | $65,083-58.5% | $143,788-81.2% | $66,930-59.7% |
| Participation rate | 83.3% | 65.2%+18.1pp | 80.3%+3.0pp | 69.8%+13.5pp |
| Annual return | -12.74% | -11.13%-1.6pp | -0.03%-12.7pp | 1.57%-14.3pp |
| Employer contribution / active EE | $4,630 | $2,361+96.1% | $4,952-6.5% | $2,545+81.9% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $8 | $502-98.4% | $14,675-99.9% | $593-98.7% |