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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,395 | $58,312-63.3% | $86,656-75.3% | $71,529-70.1% |
| Participation rate | 48.4% | 65.0%-16.6pp | 71.7%-23.3pp | 67.9%-19.5pp |
| Annual return | -5.39% | 24.08%-29.5pp | 593.09%-598.5pp | 28.97%-34.4pp |
| Employer contribution / active EE | $1,003 | $2,576-61.1% | $3,025-66.9% | $2,590-61.3% |
| Participant deferral / active EE | $1,787 | $3,439-48.0% | $4,439-59.7% | $4,291-58.4% |
| Admin fee / account holder | $5 | $1,057-99.5% | $5,619-99.9% | $1,588-99.7% |