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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,191 |
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 | $19,232 | $51,620-62.7% | $90,324-78.7% | $65,186-70.5% |
| Participation rate | 95.7% | 68.6%+27.1pp | 73.3%+22.4pp | 70.2%+25.5pp |
| Annual return | 17.08% | 24.94%-7.9pp | 78.15%-61.1pp | 29.39%-12.3pp |
| Employer contribution / active EE | $1,411 | $2,235-36.9% | $2,856-50.6% | $2,177-35.2% |
| Participant deferral / active EE | $1,413 | $2,871-50.8% | $3,885-63.6% | $3,514-59.8% |
| Admin fee / account holder | $6 | $384-98.5% | $5,356-99.9% | $847-99.3% |