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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,948 |
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 | $18,001 | $52,722-65.9% | $90,440-80.1% | $73,412-75.5% |
| Participation rate | 75.3% | 67.7%+7.6pp | 72.7%+2.6pp | 72.2%+3.1pp |
| Annual return | 20.11% | 20.70%-0.6pp | 1294.38%-1274.3pp | 59.30%-39.2pp |
| Employer contribution / active EE | $885 | $1,872-52.7% | $3,263-72.9% | $2,234-60.4% |
| Participant deferral / active EE | $1,369 | $2,810-51.3% | $3,964-65.4% | $3,806-64.0% |
| Admin fee / account holder | $8 | $117-92.9% | $5,615-99.9% | $158-94.7% |