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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,205 |
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 | $45,343-69.6% | $150,298-90.8% | $67,986-79.8% |
| Participation rate | 83.3% | 51.9%+31.5pp | 77.8%+5.6pp | 57.2%+26.1pp |
| Annual return | 15.16% | 33.28%-18.1pp | 62.79%-47.6pp | 31.67%-16.5pp |
| Employer contribution / active EE | $777 | $1,462-46.9% | $4,154-81.3% | $2,019-61.5% |
| Participant deferral / active EE | $583 | $2,055-71.6% | $5,453-89.3% | $3,358-82.6% |
| Admin fee / account holder | $9 | $2,250-99.6% | $14,116-99.9% | $3,203-99.7% |