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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $258 |
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 | $18,390 | $58,888-68.8% | $178,498-89.7% | $73,493-75.0% |
| Participation rate | 97.5% | 66.2%+31.3pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 25.71% | 24.86%+0.8pp | 151.09%-125.4pp | 28.51%-2.8pp |
| Employer contribution / active EE | $1,771 | $2,236-20.8% | $5,011-64.7% | $2,270-22.0% |
| Participant deferral / active EE | $1,721 | $2,568-33.0% | $5,202-66.9% | $3,740-54.0% |
| Admin fee / account holder | $1 | $400-99.6% | $13,985-100.0% | $513-99.7% |