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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,384 |
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,567 | $61,166-79.5% | $185,849-93.2% | $79,391-84.2% |
| Participation rate | 89.9% | 66.6%+23.3pp | 81.7%+8.2pp | 70.7%+19.2pp |
| Annual return | 28.88% | 19.45%+9.4pp | 122.10%-93.2pp | 116.88%-88.0pp |
| Employer contribution / active EE | $237 | $2,321-89.8% | $5,169-95.4% | $2,428-90.2% |
| Participant deferral / active EE | $989 | $2,789-64.5% | $5,569-82.2% | $4,046-75.6% |
| Admin fee / account holder | $5 | $710-99.3% | $16,244-100.0% | $627-99.2% |