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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,810 | $63,768-54.8% | $98,483-70.7% | $79,391-63.7% |
| Participation rate | 39.3% | 69.9%-30.5pp | 73.3%-34.0pp | 70.7%-31.4pp |
| Annual return | 13.14% | 626.18%-613.0pp | 1494.38%-1481.2pp | 116.88%-103.7pp |
| Employer contribution / active EE | $678 | $2,558-73.5% | $2,961-77.1% | $2,428-72.1% |
| Participant deferral / active EE | $1,303 | $3,305-60.6% | $4,276-69.5% | $4,046-67.8% |
| Admin fee / account holder | $13 | $516-97.5% | $5,953-99.8% | $627-97.9% |