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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,243 |
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 | $24,732 | $65,434-62.2% | $98,483-74.9% | $85,847-71.2% |
| Participation rate | 94.6% | 65.0%+29.5pp | 73.3%+21.2pp | 69.3%+25.2pp |
| Annual return | 16.56% | 21.75%-5.2pp | 1494.38%-1477.8pp | 318.61%-302.0pp |
| Employer contribution / active EE | $558 | $2,169-74.3% | $2,961-81.2% | $2,565-78.3% |
| Participant deferral / active EE | $2,414 | $3,168-23.8% | $4,276-43.6% | $3,952-38.9% |
| Admin fee / account holder | $9 | $4,595-99.8% | $5,953-99.9% | $6,261-99.9% |