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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,271 | $91,198-26.2% | $178,503-62.3% | $79,856-15.8% |
| Participation rate | 34.0% | 69.2%-35.2pp | 81.9%-47.9pp | 69.6%-35.6pp |
| Annual return | 12.88% | 24.20%-11.3pp | 151.12%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,115 | $3,237-34.7% | $5,202-59.3% | $3,741-43.5% |
| Admin fee / account holder | $7 | $6,748-99.9% | $13,987-100.0% | $5,306-99.9% |