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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,711 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported that benefits due were not provided when due.
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 | $25,901 | $69,383-62.7% | $101,271-74.4% | $73,493-64.8% |
| Participation rate | 97.3% | 68.4%+28.9pp | 75.8%+21.5pp | 70.7%+26.6pp |
| Annual return | 24.94% | 18.46%+6.5pp | 46.48%-21.5pp | 28.51%-3.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,209 | $3,301-2.8% | $4,371-26.6% | $3,740-14.2% |
| Admin fee / account holder | $14 | $704-98.0% | $5,948-99.8% | $513-97.3% |