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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,052 |
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 | $12,166 | $52,961-77.0% | $172,752-93.0% | $65,185-81.3% |
| Participation rate | 96.4% | 66.2%+30.2pp | 82.6%+13.8pp | 70.2%+26.2pp |
| Annual return | 19.64% | 30.12%-10.5pp | 802.97%-783.3pp | 29.38%-9.7pp |
| Employer contribution / active EE | $812 | $2,190-62.9% | $5,144-84.2% | $2,177-62.7% |
| Participant deferral / active EE | $1,182 | $2,471-52.2% | $5,198-77.3% | $3,514-66.4% |
| Admin fee / account holder | $8 | $472-98.3% | $13,955-99.9% | $847-99.0% |