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| Provider | Service type | Compensation |
|---|---|---|
PATRICIA DEPASCALE3 years Filed as: PATRICIA PATTERSON Service code 27 711 EXECUTIVE DR. · PRINCETON, NJ 08540 | Advisory (Plan) | $28,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,825 | $37,463+62.4% | $77,100-21.1% | $66,949-9.1% |
| Participation rate | 18.4% | 52.9%-34.5pp | 67.9%-49.5pp | 69.8%-51.4pp |
| Annual return | -17.49% | -3.25%-14.2pp | 42.35%-59.8pp | 1.57%-19.1pp |
| Employer contribution / active EE | $436 | $1,535-71.6% | $2,815-84.5% | $2,545-82.9% |
| Participant deferral / active EE | $1,025 | $2,621-60.9% | $4,430-76.9% | $4,239-75.8% |
| Admin fee / account holder | $672 | $568+18.2% | $5,443-87.7% | $594+13.1% |