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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $970 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,066 | $61,391-62.4% | $149,723-84.6% | $71,529-67.8% |
| Participation rate | 91.5% | 62.5%+29.0pp | 78.8%+12.7pp | 67.9%+23.6pp |
| Annual return | 17.05% | 35.88%-18.8pp | 134.50%-117.4pp | 28.97%-11.9pp |
| Employer contribution / active EE | $1,389 | $2,384-41.7% | $4,821-71.2% | $2,590-46.4% |
| Participant deferral / active EE | $2,651 | $2,921-9.2% | $5,682-53.3% | $4,291-38.2% |
| Admin fee / account holder | $4 | $1,264-99.7% | $13,215-100.0% | $1,588-99.8% |