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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W 24TH ST · NEW YORK, NY 10010 | Advisory (Plan) | $34,669 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,918 | $51,283+5.1% | $95,728-43.7% | $71,495-24.6% |
| Participation rate | 57.9% | 63.1%-5.2pp | 72.3%-14.4pp | 67.9%-10.0pp |
| Annual return | 17.30% | 25.25%-7.9pp | 28.40%-11.1pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,440 | $1,817+34.2% | $2,835-13.9% | $2,589-5.8% |
| Participant deferral / active EE | $7,387 | $3,365+119.5% | $4,245+74.0% | $4,291+72.1% |
| Admin fee / account holder | $291 | $1,135-74.3% | $5,673-94.9% | $1,588-81.7% |