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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 | $36,904-76.1% | $158,223-94.4% | $65,191-86.4% |
| Participation rate | 40.4% | 62.1%-21.7pp | 79.2%-38.8pp | 63.0%-22.6pp |
| Annual return | 11.85% | 24.43%-12.6pp | 52.09%-40.2pp | 51.24%-39.4pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $765 | $1,936-60.5% | $5,467-86.0% | $2,671-71.4% |
| Admin fee / account holder | $9 | $793-98.9% | $16,047-99.9% | $907-99.0% |