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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $0 |
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 | $54,487 | $62,928-13.4% | $172,753-68.5% | $67,582-19.4% |
| Participation rate | 88.4% | 64.5%+24.0pp | 82.6%+5.8pp | 71.3%+17.2pp |
| Annual return | 23.83% | 30.36%-6.5pp | 803.00%-779.2pp | 378.57%-354.7pp |
| Employer contribution / active EE | $2,556 | $1,636+56.2% | $5,144-50.3% | $2,148+19.0% |
| Participant deferral / active EE | $3,475 | $2,145+62.0% | $5,198-33.1% | $3,539-1.8% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |