Filed December 17, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,171 | $48,570+11.5% | $130,660-58.5% | $72,983-25.8% |
| Participation rate | 43.7% | 58.6%-14.9pp | 71.7%-28.1pp | 69.5%-25.8pp |
| Annual return | 5.50% | 38.63%-33.1pp | 1709.29%-1703.8pp | 81.01%-75.5pp |
| Employer contribution / active EE | $1,036 | $1,334-22.3% | $4,092-74.7% | $2,440-57.5% |
| Participant deferral / active EE | $2,564 | $2,384+7.5% | $3,603-28.9% | $3,608-28.9% |
| Admin fee / account holder | $2,215 | $3,549-37.6% | $5,463-59.5% | $5,124-56.8% |