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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $3,697 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
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).
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 | $13,050 | $51,620-74.7% | $90,324-85.6% | $65,186-80.0% |
| Participation rate | 84.0% | 68.6%+15.4pp | 73.3%+10.7pp | 70.2%+13.8pp |
| Annual return | 12.98% | 24.94%-12.0pp | 78.15%-65.2pp | 29.39%-16.4pp |
| Employer contribution / active EE | $681 | $2,235-69.5% | $2,856-76.2% | $2,177-68.7% |
| Participant deferral / active EE | $920 | $2,871-68.0% | $3,885-76.3% | $3,514-73.8% |
| Admin fee / account holder | $13 | $384-96.6% | $5,356-99.8% | $847-98.5% |