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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,576 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,054 | $52,961-35.7% | $172,752-80.3% | $65,185-47.8% |
| Participation rate | 74.0% | 66.2%+7.8pp | 82.6%-8.7pp | 70.2%+3.8pp |
| Annual return | 21.21% | 30.12%-8.9pp | 802.97%-781.8pp | 29.38%-8.2pp |
| Employer contribution / active EE | -$57 | $2,190-102.6% | $5,144-101.1% | $2,177-102.6% |
| Participant deferral / active EE | $1,774 | $2,471-28.2% | $5,198-65.9% | $3,514-49.5% |
| Admin fee / account holder | $12 | $472-97.4% | $13,955-99.9% | $847-98.5% |