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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $962 |
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 | $64,425 | $85,171-24.4% | $172,753-62.7% | $72,976-11.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 31.05% | 27.32%+3.7pp | 803.00%-772.0pp | 81.02%-50.0pp |
| Employer contribution / active EE | $2,514 | $3,324-24.4% | $5,144-51.1% | $2,440+3.0% |
| Participant deferral / active EE | $5,142 | $3,260+57.7% | $5,198-1.1% | $3,608+42.5% |
| Admin fee / account holder | $41 | $5,880-99.3% | $13,956-99.7% | $5,124-99.2% |