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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,735 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,995 | $65,125+161.0% | $143,797+18.2% | $66,949+153.9% |
| Participation rate | 76.6% | 65.2%+11.4pp | 80.3%-3.7pp | 69.8%+6.7pp |
| Annual return | -11.58% | -11.13%-0.5pp | -0.04%-11.5pp | 1.57%-13.2pp |
| Employer contribution / active EE | $1,412 | $2,362-40.2% | $4,952-71.5% | $2,545-44.5% |
| Participant deferral / active EE | $3,040 | $2,920+4.1% | $5,638-46.1% | $4,239-28.3% |
| Admin fee / account holder | $17 | $503-96.6% | $14,679-99.9% | $594-97.1% |