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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,169 | $45,266+59.4% | $103,693-30.4% | $65,306+10.5% |
| Participation rate | 73.9% | 53.3%+20.6pp | 72.6%+1.3pp | 57.7%+16.2pp |
| Annual return | 14.37% | 25.10%-10.7pp | 47.61%-33.2pp | 21.94%-7.6pp |
| Employer contribution / active EE | $1,534 | $1,765-13.1% | $2,920-47.5% | $1,967-22.0% |
| Participant deferral / active EE | $2,744 | $2,099+30.7% | $4,579-40.1% | $2,959-7.3% |
| Admin fee / account holder | $8 | $3,221-99.7% | $7,858-99.9% | $3,480-99.8% |