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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $9,183 |
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 | $35,445 | $78,607-54.9% | $105,624-66.4% | $74,478-52.4% |
| Participation rate | 86.1% | 72.8%+13.3pp | 75.3%+10.9pp | 67.2%+18.9pp |
| Annual return | 33.25% | 15.96%+17.3pp | 116.20%-83.0pp | 1370.56%-1337.3pp |
| Employer contribution / active EE | $5,410 | $2,523+114.4% | $3,168+70.8% | $2,626+106.0% |
| Participant deferral / active EE | $9,266 | $4,325+114.2% | $5,013+84.8% | $4,350+113.0% |
| Admin fee / account holder | $53 | $2,220-97.6% | $10,961-99.5% | $1,946-97.3% |