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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $802 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,290 | $91,179-75.6% | $178,499-87.5% | $79,852-72.1% |
| Participation rate | 87.6% | 69.2%+18.4pp | 81.9%+5.7pp | 69.6%+18.0pp |
| Annual return | 13.29% | 24.19%-10.9pp | 151.10%-137.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,192 | $3,256-63.4% | $5,011-76.2% | $2,471-51.8% |
| Participant deferral / active EE | $1,598 | $3,236-50.6% | $5,202-69.3% | $3,740-57.3% |
| Admin fee / account holder | $6 | $6,749-99.9% | $13,986-100.0% | $5,306-99.9% |