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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $528 |
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 | $45,827 | $60,139-23.8% | $90,461-49.3% | $79,856-42.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.47% | 71.96%-58.5pp | 1294.76%-1281.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,515 | $2,069-26.7% | $3,264-53.6% | $2,471-38.7% |
| Participant deferral / active EE | $5,037 | $2,939+71.4% | $3,964+27.1% | $3,741+34.7% |
| Admin fee / account holder | $5 | $3,978-99.9% | $5,617-99.9% | $5,306-99.9% |