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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,987 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,963 | $46,332-11.6% | $143,799-71.5% | $64,819-36.8% |
| Participation rate | 93.8% | 64.2%+29.5pp | 80.3%+13.4pp | 71.5%+22.3pp |
| Annual return | -14.91% | -10.05%-4.9pp | -0.04%-14.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $2,103 | $1,911+10.0% | $4,952-57.5% | $2,507-16.1% |
| Participant deferral / active EE | $2,985 | $2,647+12.7% | $5,638-47.1% | $4,311-30.8% |
| Admin fee / account holder | $7 | $154-95.6% | $14,677-100.0% | $188-96.4% |