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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,752 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,131 | $62,928-83.9% | $172,753-94.1% | $67,582-85.0% |
| Participation rate | 95.3% | 64.5%+30.9pp | 82.6%+12.7pp | 71.3%+24.1pp |
| Annual return | 6.85% | 30.36%-23.5pp | 803.00%-796.1pp | 378.57%-371.7pp |
| Employer contribution / active EE | $649 | $1,636-60.4% | $5,144-87.4% | $2,148-69.8% |
| Participant deferral / active EE | $937 | $2,145-56.3% | $5,198-82.0% | $3,539-73.5% |
| Admin fee / account holder | $4 | $167-97.4% | $13,956-100.0% | $142-97.0% |