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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $1,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,004 | $61,338-70.6% | $149,717-88.0% | $71,495-74.8% |
| Participation rate | 67.1% | 62.5%+4.6pp | 78.8%-11.7pp | 67.9%-0.9pp |
| Annual return | -4.77% | 35.86%-40.6pp | 134.41%-139.2pp | 28.85%-33.6pp |
| Employer contribution / active EE | $788 | $2,381-66.9% | $4,820-83.7% | $2,589-69.6% |
| Participant deferral / active EE | $1,450 | $2,919-50.3% | $5,682-74.5% | $4,291-66.2% |
| Admin fee / account holder | $61 | $1,263-95.2% | $13,213-99.5% | $1,588-96.2% |