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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,415 |
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 | $103,506 | $58,258+77.7% | $81,820+26.5% | $80,925+27.9% |
| Participation rate | 92.4% | 63.5%+28.9pp | 72.4%+20.0pp | 67.7%+24.7pp |
| Annual return | 15.92% | 41.76%-25.8pp | 777.93%-762.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $4,967 | $2,345+111.8% | $2,915+70.4% | $2,756+80.2% |
| Participant deferral / active EE | $4,165 | $3,284+26.8% | $4,323-3.7% | $4,299-3.1% |
| Admin fee / account holder | $9 | $4,976-99.8% | $7,391-99.9% | $6,940-99.9% |