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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $0 |
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 | $20,424 | $51,620-60.4% | $90,304-77.4% | $65,185-68.7% |
| Participation rate | 97.1% | 68.6%+28.4pp | 73.3%+23.8pp | 70.2%+26.9pp |
| Annual return | 18.47% | 24.94%-6.5pp | 78.13%-59.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,614 | $2,235-27.8% | $2,855-43.5% | $2,177-25.8% |
| Participant deferral / active EE | $1,818 | $2,871-36.7% | $3,885-53.2% | $3,514-48.3% |
| Admin fee / account holder | $3 | $384-99.3% | $5,354-100.0% | $847-99.7% |