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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $484 |
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 | $30,336 | $95,415-68.2% | $185,851-83.7% | $85,851-64.7% |
| Participation rate | 98.6% | 68.8%+29.8pp | 81.7%+16.9pp | 69.3%+29.3pp |
| Annual return | 14.43% | 23.59%-9.2pp | 122.11%-107.7pp | 318.63%-304.2pp |
| Employer contribution / active EE | $1,345 | $3,314-59.4% | $5,168-74.0% | $2,565-47.6% |
| Participant deferral / active EE | $1,296 | $3,424-62.1% | $5,569-76.7% | $3,952-67.2% |
| Admin fee / account holder | $4 | $7,215-99.9% | $16,245-100.0% | $6,261-99.9% |