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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $659 |
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 | $34,756 | $104,479-66.7% | $159,474-78.2% | $79,391-56.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 18.98% | 67.98%-49.0pp | 263.68%-244.7pp | 116.88%-97.9pp |
| Employer contribution / active EE | $1,729 | $3,417-49.4% | $4,831-64.2% | $2,428-28.8% |
| Participant deferral / active EE | $4,281 | $6,468-33.8% | $7,353-41.8% | $4,046+5.8% |
| Admin fee / account holder | $3 | $711-99.6% | $10,802-100.0% | $627-99.5% |