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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,035 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,145 | $73,638-79.4% | $95,960-84.2% | $73,493-79.4% |
| Participation rate | 95.4% | 76.2%+19.3pp | 77.1%+18.3pp | 70.7%+24.7pp |
| Annual return | 21.16% | 16.78%+4.4pp | 91.63%-70.5pp | 28.51%-7.3pp |
| Employer contribution / active EE | $1,442 | $1,863-22.6% | $2,541-43.3% | $2,270-36.5% |
| Participant deferral / active EE | $2,961 | $3,617-18.1% | $4,167-28.9% | $3,740-20.8% |
| Admin fee / account holder | $7 | $482-98.6% | $6,797-99.9% | $513-98.7% |