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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 | $65,946-82.0% | $81,783-85.5% | $77,671-84.7% |
| Participation rate | 95.3% | 65.8%+29.5pp | 72.4%+23.0pp | 70.6%+24.7pp |
| Annual return | 39.76% | 26.65%+13.1pp | 775.05%-735.3pp | 31.21%+8.6pp |
| Employer contribution / active EE | $2,782 | $2,371+17.3% | $2,913-4.5% | $2,726+2.0% |
| Participant deferral / active EE | $4,240 | $3,507+20.9% | $4,320-1.9% | $4,648-8.8% |
| Admin fee / account holder | $31 | $527-94.2% | $7,380-99.6% | $430-92.8% |