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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,276 |
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 | $32,662 | $52,961-38.3% | $172,755-81.1% | $65,185-49.9% |
| Participation rate | 90.1% | 66.2%+23.9pp | 82.6%+7.4pp | 70.2%+19.9pp |
| Annual return | 21.67% | 30.12%-8.5pp | 802.94%-781.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,167 | $2,190-1.1% | $5,144-57.9% | $2,177-0.5% |
| Participant deferral / active EE | $3,067 | $2,471+24.1% | $5,198-41.0% | $3,514-12.7% |
| Admin fee / account holder | $6 | $472-98.7% | $13,955-100.0% | $847-99.3% |