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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $867 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,277 | $54,370-84.8% | $82,763-90.0% | $68,490-87.9% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -10.03% | -13.67%+3.6pp | 702.45%-712.5pp | -7.85%-2.2pp |
| Employer contribution / active EE | $468 | $2,219-78.9% | $3,008-84.4% | $2,597-82.0% |
| Participant deferral / active EE | $1,096 | $3,247-66.2% | $4,395-75.1% | $4,028-72.8% |
| Admin fee / account holder | $8 | $4,398-99.8% | $5,325-99.8% | $5,403-99.9% |