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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $911 |
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 | $15,954 | $41,151-61.2% | $80,648-80.2% | $71,529-77.7% |
| Participation rate | 58.9% | 50.2%+8.7pp | 67.0%-8.1pp | 67.9%-9.0pp |
| Annual return | 18.39% | 38.49%-20.1pp | 937.21%-918.8pp | 28.97%-10.6pp |
| Employer contribution / active EE | $1,680 | $1,513+11.0% | $2,724-38.3% | $2,590-35.1% |
| Participant deferral / active EE | $2,505 | $2,700-7.2% | $4,443-43.6% | $4,291-41.6% |
| Admin fee / account holder | $6 | $1,842-99.7% | $5,382-99.9% | $1,588-99.6% |