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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,160 |
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 | $29,490 | $61,172-51.8% | $185,851-84.1% | $79,389-62.9% |
| Participation rate | 88.9% | 66.6%+22.3pp | 81.7%+7.2pp | 70.7%+18.2pp |
| Annual return | 28.09% | 19.45%+8.6pp | 122.11%-94.0pp | 116.89%-88.8pp |
| Employer contribution / active EE | $1,155 | $2,321-50.2% | $5,168-77.6% | $2,428-52.4% |
| Participant deferral / active EE | $1,154 | $2,788-58.6% | $5,569-79.3% | $4,046-71.5% |
| Admin fee / account holder | $9 | $710-98.7% | $16,245-99.9% | $626-98.6% |