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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,000 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,512 | $58,888-75.4% | $178,499-91.9% | $73,493-80.3% |
| Participation rate | 99.4% | 66.2%+33.2pp | 81.9%+17.5pp | 70.7%+28.8pp |
| Annual return | 13.79% | 24.86%-11.1pp | 151.10%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $619 | $2,236-72.3% | $5,011-87.6% | $2,270-72.7% |
| Participant deferral / active EE | $1,157 | $2,568-55.0% | $5,202-77.8% | $3,740-69.1% |
| Admin fee / account holder | $4 | $400-99.0% | $13,986-100.0% | $513-99.3% |