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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $439 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,996 | $58,895-52.5% | $178,503-84.3% | $73,497-61.9% |
| Participation rate | 97.4% | 66.2%+31.1pp | 81.9%+15.4pp | 70.7%+26.7pp |
| Annual return | 14.30% | 24.86%-10.6pp | 151.12%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $464 | $2,236-79.2% | $5,011-90.7% | $2,270-79.5% |
| Participant deferral / active EE | $3,159 | $2,567+23.1% | $5,202-39.3% | $3,740-15.5% |
| Admin fee / account holder | $2 | $400-99.5% | $13,987-100.0% | $513-99.6% |