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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $2,164 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,103 | $54,763-52.3% | $90,324-71.1% | $72,976-64.2% |
| Participation rate | 98.7% | 65.2%+33.5pp | 73.3%+25.4pp | 69.5%+29.2pp |
| Annual return | 21.31% | 30.63%-9.3pp | 78.15%-56.8pp | 81.02%-59.7pp |
| Employer contribution / active EE | $1,670 | $2,093-20.2% | $2,856-41.5% | $2,440-31.6% |
| Participant deferral / active EE | $140 | $2,887-95.2% | $3,885-96.4% | $3,608-96.1% |
| Admin fee / account holder | $13 | $3,973-99.7% | $5,356-99.8% | $5,124-99.7% |