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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $4,085 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,777 | $61,166-72.6% | $185,849-91.0% | $79,391-78.9% |
| Participation rate | 98.4% | 66.6%+31.7pp | 81.7%+16.6pp | 70.7%+27.6pp |
| Annual return | 14.26% | 19.45%-5.2pp | 122.10%-107.8pp | 116.88%-102.6pp |
| Employer contribution / active EE | $693 | $2,321-70.1% | $5,169-86.6% | $2,428-71.4% |
| Participant deferral / active EE | $963 | $2,789-65.5% | $5,569-82.7% | $4,046-76.2% |
| Admin fee / account holder | $11 | $710-98.5% | $16,244-99.9% | $627-98.3% |