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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $709 |
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 | $28,003 | $73,863-62.1% | $143,797-80.5% | $68,490-59.1% |
| Participation rate | 90.2% | 66.7%+23.5pp | 80.3%+9.8pp | 67.9%+22.3pp |
| Annual return | -13.90% | 0.91%-14.8pp | -0.04%-13.9pp | -7.85%-6.0pp |
| Employer contribution / active EE | $3,800 | $3,185+19.3% | $4,952-23.3% | $2,597+46.3% |
| Participant deferral / active EE | $3,791 | $3,385+12.0% | $5,638-32.8% | $4,028-5.9% |
| Admin fee / account holder | $6 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |