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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,629 |
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 | $29,675 | $81,233-63.5% | $155,567-80.9% | $80,874-63.3% |
| Participation rate | 90.5% | 66.2%+24.3pp | 78.2%+12.3pp | 67.6%+22.9pp |
| Annual return | 16.49% | 33.33%-16.8pp | 64.74%-48.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $1,381 | $3,101-55.5% | $4,674-70.5% | $2,756-49.9% |
| Participant deferral / active EE | $2,997 | $3,452-13.2% | $5,628-46.7% | $4,297-30.3% |
| Admin fee / account holder | $15 | $7,998-99.8% | $15,916-99.9% | $6,935-99.8% |