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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $340 |
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 | $18,449 | $54,355-66.1% | $82,744-77.7% | $68,486-73.1% |
| Participation rate | 91.8% | 63.9%+27.9pp | 72.6%+19.2pp | 67.9%+23.9pp |
| Annual return | -15.76% | -13.67%-2.1pp | 702.22%-718.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $931 | $2,219-58.0% | $3,008-69.0% | $2,597-64.1% |
| Participant deferral / active EE | $2,847 | $3,246-12.3% | $4,395-35.2% | $4,028-29.3% |
| Admin fee / account holder | $2 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |