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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,229 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,446 | $91,179-72.1% | $178,499-85.7% | $79,852-68.1% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 16.18% | 24.19%-8.0pp | 151.10%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $740 | $3,256-77.3% | $5,011-85.2% | $2,471-70.0% |
| Participant deferral / active EE | $877 | $3,236-72.9% | $5,202-83.1% | $3,740-76.6% |
| Admin fee / account holder | $687 | $6,749-89.8% | $13,986-95.1% | $5,306-87.0% |