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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $870 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,755 | $54,763-58.4% | $90,324-74.8% | $72,976-68.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.62% | 30.63%-8.0pp | 78.15%-55.5pp | 81.02%-58.4pp |
| Employer contribution / active EE | $724 | $2,093-65.4% | $2,856-74.6% | $2,440-70.3% |
| Participant deferral / active EE | $3,052 | $2,887+5.7% | $3,885-21.4% | $3,608-15.4% |
| Admin fee / account holder | $2,182 | $3,973-45.1% | $5,356-59.3% | $5,124-57.4% |