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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $518 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,029 | $95,415-21.4% | $185,851-59.6% | $85,851-12.6% |
| Participation rate | 33.3% | 68.8%-35.4pp | 81.7%-48.4pp | 69.3%-36.0pp |
| Annual return | 12.71% | 23.59%-10.9pp | 122.11%-109.4pp | 318.63%-305.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,523 | $3,424-26.3% | $5,569-54.7% | $3,952-36.2% |
| Admin fee / account holder | $6 | $7,215-99.9% | $16,245-100.0% | $6,261-99.9% |