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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,659 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,882 | $81,233-32.4% | $155,567-64.7% | $80,874-32.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.53% | 33.33%-19.8pp | 64.74%-51.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,297 | $3,101-58.2% | $4,674-72.2% | $2,756-52.9% |
| Participant deferral / active EE | $3,167 | $3,452-8.3% | $5,628-43.7% | $4,297-26.3% |
| Admin fee / account holder | $9 | $7,998-99.9% | $15,916-99.9% | $6,935-99.9% |