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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,731 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,863 | $55,446-22.7% | $155,574-72.4% | $74,429-42.4% |
| Participation rate | 78.2% | 61.9%+16.3pp | 78.2%0pp | 67.2%+11.0pp |
| Annual return | 10.79% | 269.20%-258.4pp | 64.87%-54.1pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $1,315 | $2,266-42.0% | $4,676-71.9% | $2,625-49.9% |
| Participant deferral / active EE | $2,755 | $2,836-2.8% | $5,629-51.1% | $4,348-36.6% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,914-99.9% | $1,944-99.5% |