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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $602 |
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 | $12,083 | $55,437-78.2% | $155,534-92.2% | $74,459-83.8% |
| Participation rate | 83.3% | 61.9%+21.4pp | 78.2%+5.1pp | 67.2%+16.1pp |
| Annual return | 12.20% | 269.58%-257.4pp | 64.92%-52.7pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $718 | $2,266-68.3% | $4,675-84.6% | $2,626-72.7% |
| Participant deferral / active EE | $487 | $2,837-82.8% | $5,630-91.4% | $4,350-88.8% |
| Admin fee / account holder | $3 | $1,742-99.9% | $15,900-100.0% | $1,945-99.9% |