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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,497 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $25,584 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENTS MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,501 | $60,323+0.3% | $81,812-26.0% | $74,495-18.8% |
| Participation rate | 97.7% | 62.9%+34.9pp | 72.3%+25.4pp | 67.2%+30.5pp |
| Annual return | 11.27% | 16.90%-5.6pp | 773.79%-762.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $3,493 | $2,620+33.3% | $2,912+19.9% | $2,623+33.2% |
| Participant deferral / active EE | $2,951 | $3,387-12.9% | $4,319-31.7% | $4,346-32.1% |
| Admin fee / account holder | $604 | $1,486-59.4% | $7,386-91.8% | $1,942-68.9% |