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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $825 |
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 | $48,411 | $85,171-43.2% | $172,753-72.0% | $72,976-33.7% |
| Participation rate | 90.3% | 70.1%+20.2pp | 82.6%+7.6pp | 69.5%+20.8pp |
| Annual return | 18.90% | 27.32%-8.4pp | 803.00%-784.1pp | 81.02%-62.1pp |
| Employer contribution / active EE | $1,090 | $3,324-67.2% | $5,144-78.8% | $2,440-55.3% |
| Participant deferral / active EE | $3,118 | $3,260-4.3% | $5,198-40.0% | $3,608-13.6% |
| Admin fee / account holder | $68 | $5,880-98.8% | $13,956-99.5% | $5,124-98.7% |