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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,087 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,593 | $65,083-86.8% | $143,788-94.0% | $66,930-87.2% |
| Participation rate | 85.7% | 65.2%+20.5pp | 80.3%+5.4pp | 69.8%+15.9pp |
| Annual return | -13.46% | -11.13%-2.3pp | -0.03%-13.4pp | 1.57%-15.0pp |
| Employer contribution / active EE | $1,017 | $2,361-56.9% | $4,952-79.5% | $2,545-60.0% |
| Participant deferral / active EE | $437 | $2,920-85.0% | $5,638-92.2% | $4,238-89.7% |
| Admin fee / account holder | $11 | $502-97.8% | $14,675-99.9% | $593-98.1% |