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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $981 |
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 | $24,335 | $65,440-62.8% | $98,506-75.3% | $85,851-71.7% |
| Participation rate | 98.8% | 65.0%+33.8pp | 73.3%+25.5pp | 69.3%+29.5pp |
| Annual return | 21.33% | 21.75%-0.4pp | 1494.92%-1473.6pp | 318.63%-297.3pp |
| Employer contribution / active EE | $2,676 | $2,169+23.4% | $2,961-9.6% | $2,565+4.3% |
| Participant deferral / active EE | $1,537 | $3,168-51.5% | $4,277-64.1% | $3,952-61.1% |
| Admin fee / account holder | $10 | $4,596-99.8% | $5,955-99.8% | $6,261-99.8% |