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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $707 |
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 | $50,401 | $54,763-8.0% | $90,324-44.2% | $72,976-30.9% |
| Participation rate | 93.4% | 65.2%+28.3pp | 73.3%+20.1pp | 69.5%+23.9pp |
| Annual return | 22.58% | 30.63%-8.1pp | 78.15%-55.6pp | 81.02%-58.4pp |
| Employer contribution / active EE | $2,479 | $2,093+18.4% | $2,856-13.2% | $2,440+1.6% |
| Participant deferral / active EE | $4,042 | $2,887+40.0% | $3,885+4.0% | $3,608+12.0% |
| Admin fee / account holder | $4 | $3,973-99.9% | $5,356-99.9% | $5,124-99.9% |