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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,205 |
Participant 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 | $13,765 | $43,496-68.4% | $161,489-91.5% | $64,340-78.6% |
| Participation rate | 83.3% | 53.5%+29.8pp | 78.7%+4.6pp | 55.2%+28.1pp |
| Annual return | 15.16% | 20.76%-5.6pp | 89.72%-74.6pp | 24.14%-9.0pp |
| Employer contribution / active EE | $777 | $1,431-45.7% | $4,268-81.8% | $1,862-58.3% |
| Participant deferral / active EE | $583 | $1,996-70.8% | $5,630-89.6% | $2,980-80.4% |
| Admin fee / account holder | $9 | $2,330-99.6% | $16,006-99.9% | $3,703-99.8% |