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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,407 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,965 | $58,888-55.9% | $178,498-85.5% | $73,493-64.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 20.44% | 24.86%-4.4pp | 151.09%-130.7pp | 28.51%-8.1pp |
| Employer contribution / active EE | $4,184 | $2,236+87.1% | $5,011-16.5% | $2,270+84.3% |
| Participant deferral / active EE | $2,757 | $2,568+7.4% | $5,202-47.0% | $3,740-26.3% |
| Admin fee / account holder | $14 | $400-96.5% | $13,985-99.9% | $513-97.3% |