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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $1,148 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,114 | $51,620-45.5% | $90,324-68.9% | $65,186-56.9% |
| Participation rate | 83.1% | 68.6%+14.5pp | 73.3%+9.8pp | 70.2%+12.9pp |
| Annual return | 18.54% | 24.94%-6.4pp | 78.15%-59.6pp | 29.39%-10.8pp |
| Employer contribution / active EE | $788 | $2,235-64.7% | $2,856-72.4% | $2,177-63.8% |
| Participant deferral / active EE | $1,467 | $2,871-48.9% | $3,885-62.3% | $3,514-58.3% |
| Admin fee / account holder | $6 | $384-98.3% | $5,356-99.9% | $847-99.2% |