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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $26,129 |
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 | $37,927 | $79,633-52.4% | $93,759-59.5% | $68,495-44.6% |
| Participation rate | 98.9% | 75.4%+23.5pp | 81.0%+17.9pp | 67.9%+31.0pp |
| Annual return | -13.47% | -0.10%-13.4pp | -11.33%-2.1pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,341 | $3,665+18.4% | $4,324+0.4% | $2,596+67.2% |
| Participant deferral / active EE | $9,327 | $5,158+80.8% | $6,096+53.0% | $4,028+131.6% |
| Admin fee / account holder | $223 | $6,871-96.7% | $7,197-96.9% | $5,403-95.9% |