Filed December 17, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $572 |
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.)
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 | $74,662 | $46,689+59.9% | $117,498-36.5% | $68,495+9.0% |
| Participation rate | 37.7% | 56.8%-19.1pp | 70.6%-32.9pp | 67.9%-30.2pp |
| Annual return | -18.98% | -14.52%-4.5pp | 29.75%-48.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,297 | $1,505-13.8% | $4,178-69.0% | $2,596-50.0% |
| Participant deferral / active EE | $3,295 | $2,637+24.9% | $4,071-19.1% | $4,028-18.2% |
| Admin fee / account holder | $1,673 | $4,021-58.4% | $5,646-70.4% | $5,403-69.0% |