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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $350 |
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 | $31,505 | $85,171-63.0% | $172,752-81.8% | $72,975-56.8% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.6%+15.7pp | 69.5%+28.8pp |
| Annual return | 22.86% | 27.32%-4.5pp | 802.97%-780.1pp | 81.01%-58.2pp |
| Employer contribution / active EE | $2,658 | $3,324-20.0% | $5,144-48.3% | $2,440+8.9% |
| Participant deferral / active EE | $3,990 | $3,260+22.4% | $5,198-23.2% | $3,608+10.6% |
| Admin fee / account holder | $1,926 | $5,880-67.2% | $13,955-86.2% | $5,124-62.4% |