Filed March 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,450 |
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 | $23,306 | $62,928-63.0% | $172,753-86.5% | $67,582-65.5% |
| Participation rate | 95.6% | 64.5%+31.2pp | 82.6%+13.0pp | 71.3%+24.3pp |
| Annual return | 20.93% | 30.36%-9.4pp | 803.00%-782.1pp | 378.57%-357.6pp |
| Employer contribution / active EE | $479 | $1,636-70.7% | $5,144-90.7% | $2,148-77.7% |
| Participant deferral / active EE | $908 | $2,145-57.7% | $5,198-82.5% | $3,539-74.4% |
| Admin fee / account holder | $9 | $167-94.8% | $13,956-99.9% | $142-94.0% |