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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $6,614 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,305 | $46,332-54.0% | $143,797-85.2% | $64,824-67.1% |
| Participation rate | 92.5% | 64.2%+28.3pp | 80.3%+12.2pp | 71.5%+21.0pp |
| Annual return | -13.82% | -10.05%-3.8pp | -0.04%-13.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $1,323 | $1,911-30.8% | $4,952-73.3% | $2,507-47.2% |
| Participant deferral / active EE | $1,631 | $2,647-38.4% | $5,638-71.1% | $4,311-62.2% |
| Admin fee / account holder | $9 | $154-93.9% | $14,679-99.9% | $188-95.0% |