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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $475 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,761 | $58,888-74.9% | $178,498-91.7% | $73,493-79.9% |
| Participation rate | 95.6% | 66.2%+29.4pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 15.65% | 24.86%-9.2pp | 151.09%-135.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,517 | $2,236-32.1% | $5,011-69.7% | $2,270-33.2% |
| Participant deferral / active EE | $1,112 | $2,568-56.7% | $5,202-78.6% | $3,740-70.3% |
| Admin fee / account holder | $4 | $400-99.1% | $13,985-100.0% | $513-99.3% |