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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $0 |
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 | $85,019 | $60,504+40.5% | $81,882+3.8% | $74,478+14.2% |
| Participation rate | 46.5% | 62.9%-16.4pp | 72.4%-25.8pp | 67.2%-20.7pp |
| Annual return | 14.25% | 16.91%-2.7pp | 779.47%-765.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,613 | $3,400-23.1% | $4,323-39.5% | $4,350-39.9% |
| Admin fee / account holder | $10 | $1,492-99.3% | $7,360-99.9% | $1,946-99.5% |