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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,510 |
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 | $46,285 | $78,428-41.0% | $95,960-51.8% | $79,852-42.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.65% | 19.37%-5.7pp | 91.63%-78.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $1,941 | $1,945-0.2% | $2,541-23.6% | $2,471-21.4% |
| Participant deferral / active EE | $3,303 | $3,440-4.0% | $4,167-20.7% | $3,740-11.7% |
| Admin fee / account holder | $47 | $5,622-99.2% | $6,797-99.3% | $5,306-99.1% |