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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $437 |
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 | $44,759 | $77,908-42.5% | $149,696-70.1% | $75,173-40.5% |
| Participation rate | 94.0% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.8pp |
| Annual return | 20.47% | 31.73%-11.3pp | 134.46%-114.0pp | 160.72%-140.3pp |
| Employer contribution / active EE | $4,116 | $3,138+31.2% | $4,821-14.6% | $2,671+54.1% |
| Participant deferral / active EE | $4,014 | $3,411+17.7% | $5,682-29.4% | $4,126-2.7% |
| Admin fee / account holder | $4 | $5,950-99.9% | $13,212-100.0% | $5,651-99.9% |