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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,326 | $73,863-37.3% | $143,797-67.8% | $68,490-32.4% |
| Participation rate | 96.9% | 66.7%+30.3pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -15.20% | 0.91%-16.1pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,384 | $3,185-56.6% | $4,952-72.1% | $2,597-46.7% |
| Participant deferral / active EE | $3,495 | $3,385+3.3% | $5,638-38.0% | $4,028-13.2% |
| Admin fee / account holder | $7 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |