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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $879 |
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 | $57,693 | $91,198-36.7% | $178,503-67.7% | $79,856-27.8% |
| Participation rate | 83.6% | 69.2%+14.3pp | 81.9%+1.6pp | 69.6%+13.9pp |
| Annual return | 12.53% | 24.20%-11.7pp | 151.12%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,027 | $3,257-68.5% | $5,011-79.5% | $2,471-58.4% |
| Participant deferral / active EE | $2,968 | $3,237-8.3% | $5,202-43.0% | $3,741-20.7% |
| Admin fee / account holder | $2 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |