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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,230 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,311 | $63,768-10.1% | $98,483-41.8% | $79,391-27.8% |
| Participation rate | 97.6% | 69.9%+27.7pp | 73.3%+24.2pp | 70.7%+26.9pp |
| Annual return | 13.35% | 626.18%-612.8pp | 1494.38%-1481.0pp | 116.88%-103.5pp |
| Employer contribution / active EE | $1,180 | $2,558-53.8% | $2,961-60.1% | $2,428-51.4% |
| Participant deferral / active EE | $1,537 | $3,305-53.5% | $4,276-64.1% | $4,046-62.0% |
| Admin fee / account holder | $7 | $516-98.5% | $5,953-99.9% | $627-98.8% |