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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $13,831 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,873 | $65,960-82.0% | $81,882-85.5% | $77,762-84.7% |
| Participation rate | 95.3% | 65.8%+29.5pp | 72.4%+22.9pp | 70.6%+24.7pp |
| Annual return | 39.76% | 26.64%+13.1pp | 779.47%-739.7pp | 31.27%+8.5pp |
| Employer contribution / active EE | $2,782 | $2,375+17.1% | $2,916-4.6% | $2,728+2.0% |
| Participant deferral / active EE | $4,240 | $3,505+21.0% | $4,323-1.9% | $4,651-8.8% |
| Admin fee / account holder | $31 | $526-94.1% | $7,360-99.6% | $433-92.9% |