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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,184 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,995 | $43,749-58.9% | $158,223-88.6% | $65,306-72.4% |
| Participation rate | 93.5% | 56.9%+36.7pp | 79.2%+14.3pp | 57.7%+35.9pp |
| Annual return | 12.50% | 19.41%-6.9pp | 52.09%-39.6pp | 21.94%-9.4pp |
| Employer contribution / active EE | $1,909 | $1,497+27.5% | $4,109-53.5% | $1,967-2.9% |
| Participant deferral / active EE | $667 | $2,019-67.0% | $5,467-87.8% | $2,959-77.5% |
| Admin fee / account holder | $12 | $1,930-99.4% | $16,047-99.9% | $3,480-99.6% |