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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,465 | $65,437-39.7% | $86,698-54.5% | $66,949-41.1% |
| Participation rate | 96.5% | 75.5%+21.0pp | 76.6%+19.9pp | 69.8%+26.6pp |
| Annual return | -15.50% | -10.91%-4.6pp | 35.96%-51.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $2,746 | $2,154+27.5% | $2,837-3.2% | $2,545+7.9% |
| Participant deferral / active EE | $4,844 | $4,102+18.1% | $4,656+4.0% | $4,239+14.3% |
| Admin fee / account holder | $4 | $642-99.4% | $7,492-100.0% | $594-99.4% |