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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,443 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,121 | $78,428-55.2% | $95,960-63.4% | $79,852-56.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 2.72% | 19.37%-16.7pp | 91.63%-88.9pp | 31.72%-29.0pp |
| Employer contribution / active EE | $505 | $1,945-74.0% | $2,541-80.1% | $2,471-79.6% |
| Participant deferral / active EE | $1,977 | $3,440-42.5% | $4,167-52.6% | $3,740-47.1% |
| Admin fee / account holder | $25 | $5,622-99.6% | $6,797-99.6% | $5,306-99.5% |