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| Provider | Service type | Compensation |
|---|---|---|
NYHART1 year Service code 15 · EIN 35-0966414 | Recordkeeping | $7,203 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,868 | $99,957-81.1% | $149,730-87.4% | $73,493-74.3% |
| Participation rate | 92.2% | 75.7%+16.5pp | 82.5%+9.7pp | 70.7%+21.5pp |
| Annual return | 20.42% | 53.87%-33.5pp | 276.70%-256.3pp | 28.51%-8.1pp |
| Employer contribution / active EE | $3,469 | $3,191+8.7% | $4,645-25.3% | $2,270+52.8% |
| Participant deferral / active EE | $4,961 | $6,073-18.3% | $6,843-27.5% | $3,740+32.6% |
| Admin fee / account holder | $40 | $551-92.7% | $9,310-99.6% | $513-92.1% |