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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,808 | $63,768-54.8% | $98,477-70.7% | $79,393-63.7% |
| Participation rate | 94.8% | 69.9%+25.0pp | 73.3%+21.5pp | 70.7%+24.1pp |
| Annual return | 16.42% | 626.18%-609.8pp | 1493.59%-1477.2pp | 116.87%-100.4pp |
| Employer contribution / active EE | $2,240 | $2,558-12.4% | $2,961-24.3% | $2,428-7.7% |
| Participant deferral / active EE | $2,627 | $3,305-20.5% | $4,276-38.6% | $4,046-35.1% |
| Admin fee / account holder | $3 | $516-99.3% | $5,951-99.9% | $627-99.5% |