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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $4,324 |
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 | $19,576 | $55,446-64.7% | $155,574-87.4% | $74,429-73.7% |
| Participation rate | 87.2% | 61.9%+25.3pp | 78.2%+9.0pp | 67.2%+20.0pp |
| Annual return | 20.82% | 269.20%-248.4pp | 64.87%-44.0pp | 1368.38%-1347.6pp |
| Employer contribution / active EE | $1,091 | $2,266-51.9% | $4,676-76.7% | $2,625-58.4% |
| Participant deferral / active EE | $813 | $2,836-71.3% | $5,629-85.6% | $4,348-81.3% |
| Admin fee / account holder | $22 | $1,743-98.8% | $15,914-99.9% | $1,944-98.9% |