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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,514 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,641 | $61,166-63.0% | $185,849-87.8% | $79,391-71.5% |
| Participation rate | 98.2% | 66.6%+31.6pp | 81.7%+16.5pp | 70.7%+27.5pp |
| Annual return | 12.68% | 19.45%-6.8pp | 122.10%-109.4pp | 116.88%-104.2pp |
| Employer contribution / active EE | $984 | $2,321-57.6% | $5,169-81.0% | $2,428-59.5% |
| Participant deferral / active EE | $1,253 | $2,789-55.1% | $5,569-77.5% | $4,046-69.0% |
| Admin fee / account holder | $8 | $710-98.9% | $16,244-100.0% | $627-98.7% |