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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,797 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,061 | $91,198-83.5% | $178,503-91.6% | $79,856-81.1% |
| Participation rate | 98.0% | 69.2%+28.8pp | 81.9%+16.1pp | 69.6%+28.4pp |
| Annual return | 12.92% | 24.20%-11.3pp | 151.12%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,944 | $3,257+21.1% | $5,011-21.3% | $2,471+59.6% |
| Participant deferral / active EE | $846 | $3,237-73.9% | $5,202-83.7% | $3,741-77.4% |
| Admin fee / account holder | $724 | $6,748-89.3% | $13,987-94.8% | $5,306-86.3% |