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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,482 |
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 | $15,576 | $91,198-82.9% | $178,503-91.3% | $79,856-80.5% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.8pp |
| Annual return | 11.37% | 24.20%-12.8pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,789 | $3,257-45.1% | $5,011-64.3% | $2,471-27.6% |
| Participant deferral / active EE | $1,906 | $3,237-41.1% | $5,202-63.4% | $3,741-49.0% |
| Admin fee / account holder | $13 | $6,748-99.8% | $13,987-99.9% | $5,306-99.8% |