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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $10,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,983 | $46,332-48.2% | $143,797-83.3% | $64,824-63.0% |
| Participation rate | 22.9% | 64.2%-41.4pp | 80.3%-57.5pp | 71.5%-48.6pp |
| Annual return | -13.34% | -10.05%-3.3pp | -0.04%-13.3pp | 32.84%-46.2pp |
| Employer contribution / active EE | $175 | $1,911-90.9% | $4,952-96.5% | $2,507-93.0% |
| Participant deferral / active EE | $959 | $2,647-63.8% | $5,638-83.0% | $4,311-77.8% |
| Admin fee / account holder | $201 | $154+30.6% | $14,679-98.6% | $188+6.9% |