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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,879 | $61,356-44.8% | $149,696-77.4% | $71,511-52.6% |
| Participation rate | 29.0% | 62.5%-33.5pp | 78.8%-49.7pp | 67.9%-38.9pp |
| Annual return | 19.27% | 35.86%-16.6pp | 134.46%-115.2pp | 28.86%-9.6pp |
| Employer contribution / active EE | $290 | $2,382-87.8% | $4,821-94.0% | $2,589-88.8% |
| Participant deferral / active EE | $1,339 | $2,920-54.1% | $5,682-76.4% | $4,291-68.8% |
| Admin fee / account holder | $3 | $1,263-99.7% | $13,212-100.0% | $1,588-99.8% |