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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $825 |
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 | $13,671 | $58,888-76.8% | $178,499-92.3% | $73,493-81.4% |
| Participation rate | 85.2% | 66.2%+18.9pp | 81.9%+3.2pp | 70.7%+14.5pp |
| Annual return | 31.91% | 24.86%+7.1pp | 151.10%-119.2pp | 28.51%+3.4pp |
| Employer contribution / active EE | $807 | $2,236-63.9% | $5,011-83.9% | $2,270-64.5% |
| Participant deferral / active EE | $2,043 | $2,568-20.4% | $5,202-60.7% | $3,740-45.4% |
| Admin fee / account holder | $5 | $400-98.8% | $13,986-100.0% | $513-99.0% |