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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $8,749 |
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 | $31,401 | $79,089-60.3% | $100,392-68.7% | $74,459-57.8% |
| Participation rate | 91.5% | 79.4%+12.1pp | 81.5%+10.0pp | 67.2%+24.3pp |
| Annual return | 29.98% | 20.61%+9.4pp | 49.45%-19.5pp | 1369.70%-1339.7pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,185 | $7,747+31.5% | $8,090+25.9% | $4,350+134.2% |
| Admin fee / account holder | $43 | $1,336-96.8% | $7,904-99.5% | $1,945-97.8% |