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 | Claims processing; Recordkeeping and ... | $3,638 |
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 | $25,628 | $52,293-51.0% | $178,503-85.6% | $73,412-65.1% |
| Participation rate | 95.0% | 65.3%+29.6pp | 81.9%+13.0pp | 72.2%+22.8pp |
| Annual return | 13.24% | 34.75%-21.5pp | 151.12%-137.9pp | 59.30%-46.1pp |
| Employer contribution / active EE | $446 | $1,736-74.3% | $5,011-91.1% | $2,234-80.0% |
| Participant deferral / active EE | $817 | $2,333-65.0% | $5,202-84.3% | $3,806-78.5% |
| Admin fee / account holder | $9 | $127-92.9% | $13,987-99.9% | $158-94.3% |