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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $8,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,984 | $58,969-91.5% | $129,406-96.1% | $77,762-93.6% |
| Participation rate | 61.4% | 59.5%+1.9pp | 69.6%-8.3pp | 70.6%-9.2pp |
| Annual return | 16.27% | 24.78%-8.5pp | 9468.18%-9451.9pp | 31.27%-15.0pp |
| Employer contribution / active EE | $0 | $1,959-100.0% | $4,155-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,593 | $3,224-50.6% | $4,167-61.8% | $4,651-65.7% |
| Admin fee / account holder | $17 | $593-97.2% | $7,689-99.8% | $433-96.2% |