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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 | $79,003-60.3% | $100,398-68.7% | $74,400-57.8% |
| Participation rate | 91.5% | 79.5%+12.1pp | 81.5%+10.0pp | 67.2%+24.3pp |
| Annual return | 29.98% | 20.62%+9.4pp | 49.32%-19.3pp | 1367.51%-1337.5pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $10,185 | $7,752+31.4% | $8,084+26.0% | $4,348+134.2% |
| Admin fee / account holder | $43 | $1,331-96.7% | $7,893-99.5% | $1,944-97.8% |