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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $5,793 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,681 | $66,124-62.7% | $90,440-72.7% | $73,493-66.4% |
| Participation rate | 93.8% | 69.7%+24.1pp | 72.7%+21.1pp | 70.7%+23.1pp |
| Annual return | 11.94% | 17.65%-5.7pp | 1294.38%-1282.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,222 | $2,346-47.9% | $3,263-62.5% | $2,270-46.2% |
| Participant deferral / active EE | $3,362 | $3,039+10.6% | $3,964-15.2% | $3,740-10.1% |
| Admin fee / account holder | $8 | $396-98.0% | $5,615-99.9% | $513-98.5% |