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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $7,344 |
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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,835 | $46,464-81.0% | $150,298-94.1% | $79,634-88.9% |
| Participation rate | 40.4% | 57.0%-16.5pp | 77.8%-37.3pp | 62.5%-22.1pp |
| Annual return | 11.85% | 27.89%-16.0pp | 62.79%-50.9pp | 36.46%-24.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $765 | $2,157-64.5% | $5,453-86.0% | $3,835-80.1% |
| Admin fee / account holder | $9 | $891-99.0% | $14,116-99.9% | $1,002-99.1% |