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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $6,577 |
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 | $27,497 | $56,540-51.4% | $185,851-85.2% | $86,821-68.3% |
| Participation rate | 99.2% | 65.5%+33.7pp | 81.7%+17.5pp | 72.3%+26.9pp |
| Annual return | 19.38% | 118.20%-98.8pp | 122.11%-102.7pp | 97.94%-78.6pp |
| Employer contribution / active EE | $2,033 | $1,844+10.2% | $5,168-60.7% | $2,406-15.5% |
| Participant deferral / active EE | $2,846 | $2,555+11.4% | $5,569-48.9% | $4,132-31.1% |
| Admin fee / account holder | $13 | $150-91.1% | $16,245-99.9% | $170-92.2% |