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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,562 | $79,181+57.3% | $102,423+21.6% | $74,429+67.4% |
| Participation rate | 65.1% | 74.8%-9.6pp | 76.5%-11.4pp | 67.2%-2.1pp |
| Annual return | 28.58% | 54.97%-26.4pp | 29.42%-0.8pp | 1368.38%-1339.8pp |
| Employer contribution / active EE | $1,936 | $2,362-18.0% | $3,023-36.0% | $2,625-26.2% |
| Participant deferral / active EE | $3,962 | $4,416-10.3% | $5,054-21.6% | $4,348-8.9% |
| Admin fee / account holder | $8 | $2,002-99.6% | $9,455-99.9% | $1,944-99.6% |