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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,080 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,329 | $66,124-49.6% | $90,430-63.1% | $73,493-54.7% |
| Participation rate | 92.4% | 69.7%+22.8pp | 72.7%+19.8pp | 70.7%+21.8pp |
| Annual return | 20.74% | 17.65%+3.1pp | 1293.73%-1273.0pp | 28.51%-7.8pp |
| Employer contribution / active EE | $1,488 | $2,346-36.6% | $3,262-54.4% | $2,270-34.5% |
| Participant deferral / active EE | $1,877 | $3,039-38.2% | $3,963-52.6% | $3,740-49.8% |
| Admin fee / account holder | $6 | $396-98.6% | $5,613-99.9% | $513-98.9% |