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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,205 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $46,688-70.5% | $189,758-92.7% | $69,733-80.3% |
| Participation rate | 83.3% | 61.7%+21.6pp | 79.8%+3.5pp | 62.5%+20.9pp |
| Annual return | 15.16% | 14.35%+0.8pp | 52.62%-37.5pp | 15.22%-0.1pp |
| Employer contribution / active EE | $777 | $1,695-54.2% | $4,767-83.7% | $2,250-65.5% |
| Participant deferral / active EE | $583 | $2,143-72.8% | $5,856-90.0% | $3,054-80.9% |
| Admin fee / account holder | $9 | $1,700-99.5% | $20,388-100.0% | $3,102-99.7% |