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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $1,021 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,682 | $52,967-89.3% | $172,753-96.7% | $65,186-91.3% |
| Participation rate | 81.7% | 66.2%+15.5pp | 82.6%-1.0pp | 70.2%+11.5pp |
| Annual return | 18.51% | 30.12%-11.6pp | 803.00%-784.5pp | 29.39%-10.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $814 | $2,471-67.1% | $5,198-84.3% | $3,514-76.8% |
| Admin fee / account holder | $6 | $472-98.8% | $13,956-100.0% | $847-99.3% |