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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,885 |
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 | $64,186 | $58,895+9.0% | $178,503-64.0% | $73,497-12.7% |
| Participation rate | 94.1% | 66.2%+27.9pp | 81.9%+12.1pp | 70.7%+23.4pp |
| Annual return | 13.63% | 24.86%-11.2pp | 151.12%-137.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,514 | $2,236+12.4% | $5,011-49.8% | $2,270+10.7% |
| Participant deferral / active EE | $1,625 | $2,567-36.7% | $5,202-68.8% | $3,740-56.6% |
| Admin fee / account holder | $9 | $400-97.7% | $13,987-99.9% | $513-98.2% |