Filed November 4, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $548 |
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 | $24,164 | $95,415-74.7% | $185,851-87.0% | $85,851-71.9% |
| Participation rate | 70.8% | 68.8%+2.1pp | 81.7%-10.9pp | 69.3%+1.5pp |
| Annual return | 16.65% | 23.59%-6.9pp | 122.11%-105.5pp | 318.63%-302.0pp |
| Employer contribution / active EE | $758 | $3,314-77.1% | $5,168-85.3% | $2,565-70.5% |
| Participant deferral / active EE | $1,931 | $3,424-43.6% | $5,569-65.3% | $3,952-51.1% |
| Admin fee / account holder | $8 | $7,215-99.9% | $16,245-100.0% | $6,261-99.9% |