Filed December 17, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,461 | $53,774+10.6% | $134,162-55.7% | $79,852-25.5% |
| Participation rate | 54.9% | 58.8%-3.8pp | 72.2%-17.3pp | 69.6%-14.7pp |
| Annual return | 5.71% | 19.01%-13.3pp | 36.35%-30.6pp | 31.72%-26.0pp |
| Employer contribution / active EE | $1,363 | $1,322+3.1% | $3,705-63.2% | $2,471-44.8% |
| Participant deferral / active EE | $3,187 | $2,420+31.7% | $3,500-8.9% | $3,740-14.8% |
| Admin fee / account holder | $1,726 | $3,985-56.7% | $6,685-74.2% | $5,306-67.5% |