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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $441 |
Employer contribution per participant 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).
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 | $35,648 | $54,757-34.9% | $90,300-60.5% | $72,983-51.2% |
| Participation rate | 82.6% | 65.1%+17.4pp | 73.3%+9.3pp | 69.5%+13.1pp |
| Annual return | 21.50% | 30.63%-9.1pp | 78.11%-56.6pp | 81.01%-59.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,329 | $2,887+15.3% | $3,884-14.3% | $3,608-7.7% |
| Admin fee / account holder | $6 | $3,972-99.9% | $5,353-99.9% | $5,124-99.9% |