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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,699 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,610 | $62,928-56.1% | $172,755-84.0% | $67,579-59.1% |
| Participation rate | 89.9% | 64.5%+25.4pp | 82.6%+7.2pp | 71.3%+18.6pp |
| Annual return | 18.35% | 30.36%-12.0pp | 802.94%-784.6pp | 378.56%-360.2pp |
| Employer contribution / active EE | $1,174 | $1,636-28.2% | $5,144-77.2% | $2,148-45.3% |
| Participant deferral / active EE | $1,197 | $2,145-44.2% | $5,198-77.0% | $3,539-66.2% |
| Admin fee / account holder | $6 | $167-96.6% | $13,955-100.0% | $142-96.0% |