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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $917 |
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 | $14,253 | $58,312-75.6% | $86,656-83.6% | $71,529-80.1% |
| Participation rate | 75.0% | 65.0%+10.0pp | 71.7%+3.3pp | 67.9%+7.1pp |
| Annual return | 19.26% | 24.08%-4.8pp | 593.09%-573.8pp | 28.97%-9.7pp |
| Employer contribution / active EE | $515 | $2,576-80.0% | $3,025-83.0% | $2,590-80.1% |
| Participant deferral / active EE | $2,696 | $3,439-21.6% | $4,439-39.3% | $4,291-37.2% |
| Admin fee / account holder | $5 | $1,057-99.5% | $5,619-99.9% | $1,588-99.7% |