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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,608 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,646 | $61,166-63.0% | $185,849-87.8% | $79,391-71.5% |
| Participation rate | 97.4% | 66.6%+30.8pp | 81.7%+15.7pp | 70.7%+26.7pp |
| Annual return | 14.69% | 19.45%-4.8pp | 122.10%-107.4pp | 116.88%-102.2pp |
| Employer contribution / active EE | $2,546 | $2,321+9.7% | $5,169-50.7% | $2,428+4.9% |
| Participant deferral / active EE | $3,931 | $2,789+41.0% | $5,569-29.4% | $4,046-2.8% |
| Admin fee / account holder | $8 | $710-98.9% | $16,244-100.0% | $627-98.7% |