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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $523 |
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 | $46,753 | $95,406-51.0% | $185,849-74.8% | $85,847-45.5% |
| Participation rate | 62.4% | 68.8%-6.4pp | 81.7%-19.3pp | 69.3%-7.0pp |
| Annual return | 33.46% | 23.59%+9.9pp | 122.10%-88.6pp | 318.61%-285.1pp |
| Employer contribution / active EE | $945 | $3,314-71.5% | $5,169-81.7% | $2,565-63.2% |
| Participant deferral / active EE | $2,099 | $3,424-38.7% | $5,569-62.3% | $3,952-46.9% |
| Admin fee / account holder | $6 | $7,214-99.9% | $16,244-100.0% | $6,261-99.9% |