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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,943 |
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 | $14,052 | $65,083-78.4% | $143,788-90.2% | $66,930-79.0% |
| Participation rate | 94.9% | 65.2%+29.7pp | 80.3%+14.6pp | 69.8%+25.1pp |
| Annual return | -6.11% | -11.13%+5.0pp | -0.03%-6.1pp | 1.57%-7.7pp |
| Employer contribution / active EE | $1,798 | $2,361-23.9% | $4,952-63.7% | $2,545-29.4% |
| Participant deferral / active EE | $495 | $2,920-83.0% | $5,638-91.2% | $4,238-88.3% |
| Admin fee / account holder | $11 | $502-97.9% | $14,675-99.9% | $593-98.2% |