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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,084 |
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 | $129,977 | $65,440+98.6% | $98,506+31.9% | $85,851+51.4% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.4pp | 69.3%+26.4pp |
| Annual return | 27.89% | 21.75%+6.1pp | 1494.92%-1467.0pp | 318.63%-290.7pp |
| Employer contribution / active EE | $7,557 | $2,169+248.4% | $2,961+155.2% | $2,565+194.6% |
| Participant deferral / active EE | $6,368 | $3,168+101.0% | $4,277+48.9% | $3,952+61.1% |
| Admin fee / account holder | $172 | $4,596-96.2% | $5,955-97.1% | $6,261-97.2% |