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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 65 MADISON AVENUE · MORRISTOWN, NJ 07960 | Advisory (Participants) | $8,252 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,090 | $58,292-62.1% | $86,640-74.5% | $71,511-69.1% |
| Participation rate | 56.9% | 65.0%-8.1pp | 71.7%-14.8pp | 67.9%-11.0pp |
| Annual return | 15.51% | 21.63%-6.1pp | 592.52%-577.0pp | 28.86%-13.3pp |
| Employer contribution / active EE | $965 | $2,574-62.5% | $3,024-68.1% | $2,589-62.7% |
| Participant deferral / active EE | $1,944 | $3,438-43.4% | $4,438-56.2% | $4,291-54.7% |
| Admin fee / account holder | $237 | $1,057-77.6% | $5,616-95.8% | $1,588-85.1% |