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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,663 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,235 | $58,888-45.3% | $178,499-81.9% | $73,493-56.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.42% | 24.86%-11.4pp | 151.10%-137.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $726 | $2,236-67.5% | $5,011-85.5% | $2,270-68.0% |
| Participant deferral / active EE | $2,022 | $2,568-21.2% | $5,202-61.1% | $3,740-45.9% |
| Admin fee / account holder | $50 | $400-87.5% | $13,986-99.6% | $513-90.3% |