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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,290 |
Participant contribution per participant 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 | $71,336 | $55,446+28.7% | $155,574-54.1% | $74,429-4.2% |
| Participation rate | 75.5% | 61.9%+13.6pp | 78.2%-2.7pp | 67.2%+8.3pp |
| Annual return | 14.89% | 269.20%-254.3pp | 64.87%-50.0pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $2,481 | $2,266+9.5% | $4,676-46.9% | $2,625-5.5% |
| Participant deferral / active EE | $489 | $2,836-82.8% | $5,629-91.3% | $4,348-88.8% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,914-99.9% | $1,944-99.5% |