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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $1,817 |
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 | $28,508 | $52,961-46.2% | $172,752-83.5% | $65,185-56.3% |
| Participation rate | 86.0% | 66.2%+19.8pp | 82.6%+3.3pp | 70.2%+15.8pp |
| Annual return | 15.80% | 30.12%-14.3pp | 802.97%-787.2pp | 29.38%-13.6pp |
| Employer contribution / active EE | $2,954 | $2,190+34.9% | $5,144-42.6% | $2,177+35.7% |
| Participant deferral / active EE | $1,515 | $2,471-38.7% | $5,198-70.8% | $3,514-56.9% |
| Admin fee / account holder | $10 | $472-98.0% | $13,955-99.9% | $847-98.9% |