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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $5,041 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,855 | $52,722-58.5% | $90,430-75.8% | $73,412-70.2% |
| Participation rate | 83.8% | 67.7%+16.1pp | 72.7%+11.1pp | 72.2%+11.6pp |
| Annual return | 10.47% | 20.70%-10.2pp | 1293.73%-1283.3pp | 59.30%-48.8pp |
| Employer contribution / active EE | $1,872 | $1,8720% | $3,262-42.6% | $2,234-16.2% |
| Participant deferral / active EE | $814 | $2,810-71.0% | $3,963-79.5% | $3,806-78.6% |
| Admin fee / account holder | $23 | $117-80.4% | $5,613-99.6% | $158-85.5% |