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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $516 |
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 | $43,580 | $60,128-27.5% | $90,440-51.8% | $79,852-45.4% |
| Participation rate | 81.0% | 65.0%+16.0pp | 72.7%+8.3pp | 69.6%+11.4pp |
| Annual return | 12.05% | 71.95%-59.9pp | 1294.38%-1282.3pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,784 | $2,939+28.8% | $3,964-4.5% | $3,740+1.2% |
| Admin fee / account holder | $7 | $3,977-99.8% | $5,615-99.9% | $5,306-99.9% |