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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,775 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,659 | $52,293-83.4% | $178,503-95.1% | $73,412-88.2% |
| Participation rate | 98.2% | 65.3%+32.8pp | 81.9%+16.2pp | 72.2%+26.0pp |
| Annual return | -5.52% | 34.75%-40.3pp | 151.12%-156.6pp | 59.30%-64.8pp |
| Employer contribution / active EE | $410 | $1,736-76.4% | $5,011-91.8% | $2,234-81.6% |
| Participant deferral / active EE | $1,753 | $2,333-24.9% | $5,202-66.3% | $3,806-53.9% |
| Admin fee / account holder | $6 | $127-95.6% | $13,987-100.0% | $158-96.5% |