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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $937 |
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 | $15,323 | $58,895-74.0% | $178,503-91.4% | $73,497-79.2% |
| Participation rate | 73.9% | 66.2%+7.7pp | 81.9%-8.0pp | 70.7%+3.3pp |
| Annual return | 14.87% | 24.86%-10.0pp | 151.12%-136.3pp | 28.51%-13.6pp |
| Employer contribution / active EE | $665 | $2,236-70.2% | $5,011-86.7% | $2,270-70.7% |
| Participant deferral / active EE | $809 | $2,567-68.5% | $5,202-84.4% | $3,740-78.4% |
| Admin fee / account holder | $7 | $400-98.4% | $13,987-100.0% | $513-98.7% |