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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $0 |
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 | $44,468 | $51,223-13.2% | $82,763-46.3% | $66,949-33.6% |
| Participation rate | 90.6% | 67.9%+22.7pp | 72.6%+18.0pp | 69.8%+20.7pp |
| Annual return | -15.39% | -9.85%-5.5pp | 702.45%-717.8pp | 1.57%-17.0pp |
| Employer contribution / active EE | $2,348 | $2,611-10.1% | $3,008-21.9% | $2,545-7.7% |
| Participant deferral / active EE | $3,788 | $3,460+9.5% | $4,395-13.8% | $4,239-10.7% |
| Admin fee / account holder | $3 | $415-99.4% | $5,325-99.9% | $594-99.5% |