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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $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 | $81,276-63.5% | $155,574-80.9% | $80,925-63.3% |
| Participation rate | 90.5% | 66.2%+24.3pp | 78.2%+12.3pp | 67.7%+22.9pp |
| Annual return | 16.49% | 33.36%-16.9pp | 64.87%-48.4pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,381 | $3,103-55.5% | $4,676-70.5% | $2,756-49.9% |
| Participant deferral / active EE | $2,997 | $3,453-13.2% | $5,629-46.8% | $4,299-30.3% |
| Admin fee / account holder | $15 | $7,993-99.8% | $15,914-99.9% | $6,940-99.8% |