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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $258 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,418 | $61,166-68.3% | $185,837-89.6% | $79,393-75.5% |
| Participation rate | 87.5% | 66.6%+20.9pp | 81.7%+5.8pp | 70.7%+16.8pp |
| Annual return | 17.31% | 19.45%-2.1pp | 122.08%-104.8pp | 116.87%-99.6pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,004 | $2,789-28.1% | $5,568-64.0% | $4,046-50.5% |
| Admin fee / account holder | $3 | $710-99.6% | $16,241-100.0% | $627-99.6% |