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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,869 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,655 | $62,928-86.2% | $172,753-95.0% | $67,582-87.2% |
| Participation rate | 75.3% | 64.5%+10.8pp | 82.6%-7.4pp | 71.3%+4.0pp |
| Annual return | 20.99% | 30.36%-9.4pp | 803.00%-782.0pp | 378.57%-357.6pp |
| Employer contribution / active EE | $617 | $1,636-62.3% | $5,144-88.0% | $2,148-71.3% |
| Participant deferral / active EE | $1,012 | $2,145-52.8% | $5,198-80.5% | $3,539-71.4% |
| Admin fee / account holder | $7 | $167-95.8% | $13,956-100.0% | $142-95.1% |