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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $412 |
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 | $141,997 | $85,515+66.0% | $112,040+26.7% | $67,986+108.9% |
| Participation rate | 71.1% | 68.2%+2.9pp | 76.5%-5.4pp | 57.2%+13.9pp |
| Annual return | 14.20% | 29.68%-15.5pp | 24.52%-10.3pp | 31.67%-17.5pp |
| Employer contribution / active EE | $2,192 | $2,1910% | $2,954-25.8% | $2,019+8.6% |
| Participant deferral / active EE | $4,621 | $4,014+15.1% | $5,098-9.4% | $3,358+37.6% |
| Admin fee / account holder | $3 | $3,774-99.9% | $12,098-100.0% | $3,203-99.9% |