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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,562 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,418 | $61,166-48.6% | $185,837-83.1% | $79,393-60.4% |
| Participation rate | 98.5% | 66.6%+31.8pp | 81.7%+16.8pp | 70.7%+27.8pp |
| Annual return | 16.27% | 19.45%-3.2pp | 122.08%-105.8pp | 116.87%-100.6pp |
| Employer contribution / active EE | $4,201 | $2,321+81.0% | $5,168-18.7% | $2,428+73.0% |
| Participant deferral / active EE | $2,640 | $2,789-5.3% | $5,568-52.6% | $4,046-34.7% |
| Admin fee / account holder | $14 | $710-98.0% | $16,241-99.9% | $627-97.8% |