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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $947 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,157 | $85,169-89.2% | $172,755-94.7% | $72,983-87.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.83% | 27.32%-7.5pp | 802.94%-783.1pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,769 | $3,324-46.8% | $5,144-65.6% | $2,440-27.5% |
| Participant deferral / active EE | $1,204 | $3,260-63.1% | $5,198-76.8% | $3,608-66.6% |
| Admin fee / account holder | $8 | $5,880-99.9% | $13,955-99.9% | $5,124-99.8% |