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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,828 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,240 | $52,967-33.5% | $172,753-79.6% | $65,186-45.9% |
| Participation rate | 95.9% | 66.2%+29.7pp | 82.6%+13.2pp | 70.2%+25.7pp |
| Annual return | 21.92% | 30.12%-8.2pp | 803.00%-781.1pp | 29.39%-7.5pp |
| Employer contribution / active EE | $2,634 | $2,190+20.2% | $5,144-48.8% | $2,177+21.0% |
| Participant deferral / active EE | $3,881 | $2,471+57.1% | $5,198-25.3% | $3,514+10.5% |
| Admin fee / account holder | $7 | $472-98.6% | $13,956-100.0% | $847-99.2% |