Filed August 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,736 | $63,768+42.3% | $98,506-7.9% | $79,389+14.3% |
| Participation rate | 97.0% | 69.9%+27.2pp | 73.3%+23.7pp | 70.7%+26.3pp |
| Annual return | 17.98% | 626.18%-608.2pp | 1494.92%-1476.9pp | 116.89%-98.9pp |
| Employer contribution / active EE | $4,941 | $2,558+93.2% | $2,961+66.9% | $2,428+103.5% |
| Participant deferral / active EE | $7,382 | $3,305+123.4% | $4,277+72.6% | $4,046+82.5% |
| Admin fee / account holder | $5 | $516-99.0% | $5,955-99.9% | $626-99.2% |