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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,413 | $45,123-54.8% | $85,240-76.1% | $74,478-72.6% |
| Participation rate | 66.0% | 49.4%+16.6pp | 67.5%-1.5pp | 67.2%-1.2pp |
| Annual return | 14.50% | 26.32%-11.8pp | 66.75%-52.3pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $1,518 | $1,459+4.1% | $2,735-44.5% | $2,626-42.2% |
| Participant deferral / active EE | $2,549 | $2,736-6.8% | $4,527-43.7% | $4,350-41.4% |
| Admin fee / account holder | $11 | $2,215-99.5% | $6,165-99.8% | $1,946-99.5% |