Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Other Commissions | $2,327 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,642 |
Service code 99 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Other Fees | $878 |
THREESIXTEEN LTD1+ years Service code 99 90 MERRICK AVE STE 102 · EAST MEADOW, NY 11554 | Other Fees | $428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,985 | $76,551+20.2% | $123,894-25.8% | $62,881+46.3% |
| Participation rate | 53.3% | 73.0%-19.6pp | 81.4%-28.1pp | 69.3%-16.0pp |
| Annual return | 4.43% | 18.68%-14.2pp | 47.52%-43.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,605 | $4,840+57.1% | $5,984+27.1% | $3,203+137.5% |
| Admin fee / account holder | $34 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |