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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,140 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
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 | $7,907 | $60,139-86.9% | $90,461-91.3% | $79,856-90.1% |
| Participation rate | 97.1% | 65.0%+32.1pp | 72.7%+24.4pp | 69.6%+27.5pp |
| Annual return | 4.30% | 71.96%-67.7pp | 1294.76%-1290.5pp | 31.71%-27.4pp |
| Employer contribution / active EE | $515 | $2,069-75.1% | $3,264-84.2% | $2,471-79.1% |
| Participant deferral / active EE | $897 | $2,939-69.5% | $3,964-77.4% | $3,741-76.0% |
| Admin fee / account holder | $10 | $3,978-99.8% | $5,617-99.8% | $5,306-99.8% |