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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $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 | $36,002-75.5% | $161,489-94.5% | $64,728-86.4% |
| Participation rate | 40.4% | 57.4%-17.0pp | 78.7%-38.3pp | 57.9%-17.5pp |
| Annual return | 11.85% | 33.93%-22.1pp | 89.72%-77.9pp | 49.38%-37.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $765 | $1,815-57.8% | $5,630-86.4% | $2,729-72.0% |
| Admin fee / account holder | $9 | $931-99.1% | $16,006-99.9% | $1,145-99.2% |