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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,030 |
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 | $12,611 | $52,961-76.2% | $172,752-92.7% | $65,185-80.7% |
| Participation rate | 97.9% | 66.2%+31.7pp | 82.6%+15.3pp | 70.2%+27.7pp |
| Annual return | 19.77% | 30.12%-10.4pp | 802.97%-783.2pp | 29.38%-9.6pp |
| Employer contribution / active EE | $541 | $2,190-75.3% | $5,144-89.5% | $2,177-75.2% |
| Participant deferral / active EE | $1,032 | $2,471-58.2% | $5,198-80.1% | $3,514-70.6% |
| Admin fee / account holder | $4 | $472-99.1% | $13,955-100.0% | $847-99.5% |