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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $7,994 |
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 | $32,445 | $68,398-52.6% | $94,664-65.7% | $75,173-56.8% |
| Participation rate | 97.1% | 76.1%+21.0pp | 80.8%+16.2pp | 67.2%+29.9pp |
| Annual return | 19.84% | 616.72%-596.9pp | 156.84%-137.0pp | 160.72%-140.9pp |
| Employer contribution / active EE | $6,384 | $2,701+136.4% | $3,673+73.8% | $2,671+139.0% |
| Participant deferral / active EE | $16,070 | $6,537+145.8% | $7,417+116.7% | $4,126+289.4% |
| Admin fee / account holder | $70 | $5,324-98.7% | $7,222-99.0% | $5,651-98.8% |