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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,700 |
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 | $24,418 | $55,446-56.0% | $155,574-84.3% | $74,429-67.2% |
| Participation rate | 73.9% | 61.9%+12.0pp | 78.2%-4.3pp | 67.2%+6.7pp |
| Annual return | 12.36% | 269.20%-256.8pp | 64.87%-52.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $408 | $2,266-82.0% | $4,676-91.3% | $2,625-84.5% |
| Participant deferral / active EE | $1,113 | $2,836-60.8% | $5,629-80.2% | $4,348-74.4% |
| Admin fee / account holder | $8 | $1,743-99.6% | $15,914-100.0% | $1,944-99.6% |