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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,617 | $66,124-62.8% | $90,461-72.8% | $73,497-66.5% |
| Participation rate | 34.4% | 69.7%-35.3pp | 72.7%-38.3pp | 70.7%-36.3pp |
| Annual return | 5.23% | 17.65%-12.4pp | 1294.76%-1289.5pp | 28.51%-23.3pp |
| Employer contribution / active EE | $572 | $2,346-75.6% | $3,264-82.5% | $2,270-74.8% |
| Participant deferral / active EE | $1,156 | $3,039-62.0% | $3,964-70.8% | $3,740-69.1% |
| Admin fee / account holder | $13 | $396-96.7% | $5,617-99.8% | $513-97.4% |