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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $1,125 |
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 | $30,653 | $91,179-66.4% | $178,499-82.8% | $79,852-61.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.96% | 24.19%-11.2pp | 151.10%-138.1pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,351 | $3,256-58.5% | $5,011-73.0% | $2,471-45.3% |
| Participant deferral / active EE | $3,444 | $3,236+6.4% | $5,202-33.8% | $3,740-7.9% |
| Admin fee / account holder | $6 | $6,749-99.9% | $13,986-100.0% | $5,306-99.9% |