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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,498 |
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 | $83,237 | $78,428+6.1% | $95,960-13.3% | $79,852+4.2% |
| Participation rate | 94.8% | 73.5%+21.3pp | 77.1%+17.7pp | 69.6%+25.2pp |
| Annual return | 15.53% | 19.37%-3.8pp | 91.63%-76.1pp | 31.72%-16.2pp |
| Employer contribution / active EE | $2,511 | $1,945+29.1% | $2,541-1.2% | $2,471+1.6% |
| Participant deferral / active EE | $4,613 | $3,440+34.1% | $4,167+10.7% | $3,740+23.3% |
| Admin fee / account holder | $29 | $5,622-99.5% | $6,797-99.6% | $5,306-99.4% |