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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $3,998 |
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 | $17,654 | $52,961-66.7% | $172,755-89.8% | $65,185-72.9% |
| Participation rate | 93.3% | 66.2%+27.1pp | 82.6%+10.7pp | 70.2%+23.1pp |
| Annual return | 19.27% | 30.12%-10.9pp | 802.94%-783.7pp | 29.38%-10.1pp |
| Employer contribution / active EE | $746 | $2,190-65.9% | $5,144-85.5% | $2,177-65.7% |
| Participant deferral / active EE | $1,361 | $2,471-44.9% | $5,198-73.8% | $3,514-61.3% |
| Admin fee / account holder | $1 | $472-99.8% | $13,955-100.0% | $847-99.9% |