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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $524 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,917 | $41,150+84.5% | $80,627-5.8% | $71,511+6.2% |
| Participation rate | 96.1% | 50.3%+45.8pp | 67.0%+29.1pp | 67.9%+28.2pp |
| Annual return | 21.82% | 38.48%-16.7pp | 936.76%-914.9pp | 28.86%-7.0pp |
| Employer contribution / active EE | $3,007 | $1,515+98.5% | $2,723+10.4% | $2,589+16.1% |
| Participant deferral / active EE | $7,496 | $2,701+177.5% | $4,443+68.7% | $4,291+74.7% |
| Admin fee / account holder | $4 | $1,841-99.8% | $5,381-99.9% | $1,588-99.8% |