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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $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 | $43,749-68.5% | $158,223-91.3% | $65,306-78.9% |
| Participation rate | 83.3% | 56.9%+26.4pp | 79.2%+4.1pp | 57.7%+25.7pp |
| Annual return | 15.16% | 19.41%-4.3pp | 52.09%-36.9pp | 21.94%-6.8pp |
| Employer contribution / active EE | $777 | $1,497-48.1% | $4,109-81.1% | $1,967-60.5% |
| Participant deferral / active EE | $583 | $2,019-71.1% | $5,467-89.3% | $2,959-80.3% |
| Admin fee / account holder | $9 | $1,930-99.5% | $16,047-99.9% | $3,480-99.7% |