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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $655 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,371 | $60,119+2.1% | $90,414-32.1% | $79,860-23.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.82% | 71.94%-57.1pp | 1293.19%-1278.4pp | 31.72%-16.9pp |
| Employer contribution / active EE | $2,316 | $2,068+12.0% | $3,262-29.0% | $2,471-6.3% |
| Participant deferral / active EE | $3,894 | $2,938+32.6% | $3,963-1.7% | $3,740+4.1% |
| Admin fee / account holder | $4 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |