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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,333 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,717 | $58,895-73.3% | $178,503-91.2% | $73,497-78.6% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 12.33% | 24.86%-12.5pp | 151.12%-138.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $722 | $2,236-67.7% | $5,011-85.6% | $2,270-68.2% |
| Participant deferral / active EE | $1,562 | $2,567-39.1% | $5,202-70.0% | $3,740-58.2% |
| Admin fee / account holder | $8 | $400-97.9% | $13,987-99.9% | $513-98.4% |