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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,191 |
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 | $35,021 | $51,620-32.2% | $90,324-61.2% | $65,186-46.3% |
| Participation rate | 78.1% | 68.6%+9.5pp | 73.3%+4.8pp | 70.2%+7.9pp |
| Annual return | 22.12% | 24.94%-2.8pp | 78.15%-56.0pp | 29.39%-7.3pp |
| Employer contribution / active EE | $2,533 | $2,235+13.4% | $2,856-11.3% | $2,177+16.4% |
| Participant deferral / active EE | $1,183 | $2,871-58.8% | $3,885-69.6% | $3,514-66.3% |
| Admin fee / account holder | $6 | $384-98.4% | $5,356-99.9% | $847-99.3% |