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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,852 |
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 | $24,148 | $58,888-59.0% | $178,499-86.5% | $73,493-67.1% |
| Participation rate | 97.4% | 66.2%+31.2pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 12.48% | 24.86%-12.4pp | 151.10%-138.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $3,549 | $2,236+58.7% | $5,011-29.2% | $2,270+56.3% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13 | $400-96.9% | $13,986-99.9% | $513-97.5% |