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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,271 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,110 | $55,437-76.4% | $155,534-91.6% | $74,459-82.4% |
| Participation rate | 91.1% | 61.9%+29.3pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 10.28% | 269.58%-259.3pp | 64.92%-54.6pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $1,472 | $2,266-35.0% | $4,675-68.5% | $2,626-43.9% |
| Participant deferral / active EE | $1,271 | $2,837-55.2% | $5,630-77.4% | $4,350-70.8% |
| Admin fee / account holder | $7 | $1,742-99.6% | $15,900-100.0% | $1,945-99.6% |