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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC5 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $9,743 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,447 | $72,639-49.8% | $90,766-59.8% | $66,949-45.6% |
| Participation rate | 38.3% | 73.7%-35.4pp | 75.7%-37.4pp | 69.8%-31.6pp |
| Annual return | -11.37% | -12.28%+0.9pp | -12.16%+0.8pp | 1.57%-12.9pp |
| Employer contribution / active EE | $898 | $2,369-62.1% | $2,922-69.3% | $2,545-64.7% |
| Participant deferral / active EE | $1,839 | $3,979-53.8% | $4,565-59.7% | $4,239-56.6% |
| Admin fee / account holder | $96 | $708-86.4% | $8,446-98.9% | $594-83.7% |