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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,696 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $412 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,351 | $55,446-66.9% | $155,574-88.2% | $74,429-75.3% |
| Participation rate | 76.3% | 61.9%+14.4pp | 78.2%-1.9pp | 67.2%+9.1pp |
| Annual return | 11.26% | 269.20%-257.9pp | 64.87%-53.6pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $1,301 | $2,266-42.6% | $4,676-72.2% | $2,625-50.4% |
| Participant deferral / active EE | $332 | $2,836-88.3% | $5,629-94.1% | $4,348-92.4% |
| Admin fee / account holder | $42 | $1,743-97.6% | $15,914-99.7% | $1,944-97.8% |