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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,582 |
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 | $28,943 | $81,262-64.4% | $155,602-81.4% | $80,911-64.2% |
| Participation rate | 96.2% | 66.2%+30.0pp | 78.2%+18.0pp | 67.6%+28.6pp |
| Annual return | 15.16% | 33.34%-18.2pp | 64.81%-49.7pp | 35.63%-20.5pp |
| Employer contribution / active EE | $1,123 | $3,102-63.8% | $4,675-76.0% | $2,756-59.2% |
| Participant deferral / active EE | $1,350 | $3,451-60.9% | $5,629-76.0% | $4,297-68.6% |
| Admin fee / account holder | $14 | $7,992-99.8% | $15,923-99.9% | $6,935-99.8% |