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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $795 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,014 | $58,264-41.6% | $86,617-60.7% | $71,495-52.4% |
| Participation rate | 92.0% | 65.0%+27.0pp | 71.7%+20.3pp | 67.9%+24.0pp |
| Annual return | 15.94% | 21.63%-5.7pp | 591.91%-576.0pp | 28.85%-12.9pp |
| Employer contribution / active EE | $3,559 | $2,574+38.3% | $3,023+17.7% | $2,589+37.4% |
| Participant deferral / active EE | $1,805 | $3,436-47.5% | $4,437-59.3% | $4,291-57.9% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,613-99.9% | $1,588-99.7% |