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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,825 |
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 | $31,394 | $63,114-50.3% | $92,909-66.2% | $65,185-51.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 47.98% | 28.75%+19.2pp | 109.44%-61.5pp | 29.38%+18.6pp |
| Employer contribution / active EE | $1,930 | $2,571-24.9% | $3,653-47.2% | $2,177-11.4% |
| Participant deferral / active EE | $3,118 | $3,108+0.3% | $4,238-26.4% | $3,514-11.3% |
| Admin fee / account holder | $10 | $624-98.4% | $5,795-99.8% | $847-98.8% |