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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $1,746 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,831 | $61,172-33.3% | $185,851-78.0% | $79,389-48.6% |
| Participation rate | 95.5% | 66.6%+28.8pp | 81.7%+13.7pp | 70.7%+24.7pp |
| Annual return | 16.38% | 19.45%-3.1pp | 122.11%-105.7pp | 116.89%-100.5pp |
| Employer contribution / active EE | $2,802 | $2,321+20.7% | $5,168-45.8% | $2,428+15.4% |
| Participant deferral / active EE | $3,994 | $2,788+43.2% | $5,569-28.3% | $4,046-1.3% |
| Admin fee / account holder | $5 | $710-99.3% | $16,245-100.0% | $626-99.2% |