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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,310 |
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 | $31,770 | $66,124-52.0% | $90,461-64.9% | $73,497-56.8% |
| Participation rate | 87.7% | 69.7%+18.0pp | 72.7%+15.0pp | 70.7%+17.0pp |
| Annual return | 13.18% | 17.65%-4.5pp | 1294.76%-1281.6pp | 28.51%-15.3pp |
| Employer contribution / active EE | $824 | $2,346-64.9% | $3,264-74.8% | $2,270-63.7% |
| Participant deferral / active EE | $2,161 | $3,039-28.9% | $3,964-45.5% | $3,740-42.2% |
| Admin fee / account holder | $7 | $396-98.2% | $5,617-99.9% | $513-98.6% |