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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $9,877 |
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 | $16,914 | $51,620-67.2% | $90,304-81.3% | $65,185-74.1% |
| Participation rate | 90.8% | 68.6%+22.2pp | 73.3%+17.5pp | 70.2%+20.6pp |
| Annual return | 18.31% | 24.94%-6.6pp | 78.13%-59.8pp | 29.38%-11.1pp |
| Employer contribution / active EE | $1,508 | $2,235-32.5% | $2,855-47.2% | $2,177-30.7% |
| Participant deferral / active EE | $1,897 | $2,871-33.9% | $3,885-51.2% | $3,514-46.0% |
| Admin fee / account holder | $137 | $384-64.2% | $5,354-97.4% | $847-83.8% |