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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $6,222 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,194 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,682 | $50,860-67.2% | $155,574-89.3% | $77,714-78.5% |
| Participation rate | 88.6% | 63.1%+25.5pp | 78.2%+10.4pp | 70.6%+18.0pp |
| Annual return | 13.54% | 34.86%-21.3pp | 64.87%-51.3pp | 31.26%-17.7pp |
| Employer contribution / active EE | $1,090 | $1,991-45.2% | $4,676-76.7% | $2,727-60.0% |
| Participant deferral / active EE | $1,015 | $2,825-64.1% | $5,629-82.0% | $4,649-78.2% |
| Admin fee / account holder | $27 | $436-93.8% | $15,914-99.8% | $433-93.7% |