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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $928 |
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 | $144,254 | $84,493+70.7% | $125,381+15.1% | $66,938+115.5% |
| Participation rate | 86.0% | 76.4%+9.6pp | 82.4%+3.6pp | 69.8%+16.2pp |
| Annual return | -13.52% | -8.49%-5.0pp | 572.31%-585.8pp | 1.58%-15.1pp |
| Employer contribution / active EE | $2,792 | $3,554-21.4% | $4,815-42.0% | $2,545+9.7% |
| Participant deferral / active EE | $5,220 | $6,783-23.0% | $7,448-29.9% | $4,238+23.2% |
| Admin fee / account holder | $5 | $685-99.3% | $10,007-100.0% | $594-99.2% |