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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $3,352 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,460 | $52,967-68.9% | $172,753-90.5% | $65,186-74.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 17.65% | 30.12%-12.5pp | 803.00%-785.4pp | 29.39%-11.7pp |
| Employer contribution / active EE | $810 | $2,190-63.0% | $5,144-84.2% | $2,177-62.8% |
| Participant deferral / active EE | $818 | $2,471-66.9% | $5,198-84.3% | $3,514-76.7% |
| Admin fee / account holder | $11 | $472-97.7% | $13,956-99.9% | $847-98.7% |