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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $6,311 |
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 | $24,455 | $52,293-53.2% | $178,503-86.3% | $73,412-66.7% |
| Participation rate | 99.1% | 65.3%+33.8pp | 81.9%+17.2pp | 72.2%+26.9pp |
| Annual return | 15.22% | 34.75%-19.5pp | 151.12%-135.9pp | 59.30%-44.1pp |
| Employer contribution / active EE | $2,051 | $1,736+18.2% | $5,011-59.1% | $2,234-8.2% |
| Participant deferral / active EE | $3,005 | $2,333+28.8% | $5,202-42.2% | $3,806-21.0% |
| Admin fee / account holder | $14 | $127-88.7% | $13,987-99.9% | $158-90.9% |