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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,483 |
Filed as: NYLIFE SECURITIES LLC Service code 49 | Other Services | $21,696 |
ORENDA RETIREMENT, LLC5 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $12,784 |
ORENDA RETIREMENT, LLC5 years Filed as: ORENDA RETIRMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $8,976 |
Filed as: NYLIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,572 | $50,919-53.7% | $155,556-84.8% | $77,762-69.7% |
| Participation rate | 26.5% | 63.1%-36.6pp | 78.2%-51.7pp | 70.6%-44.1pp |
| Annual return | 9.23% | 34.84%-25.6pp | 64.84%-55.6pp | 31.27%-22.0pp |
| Employer contribution / active EE | $108 | $1,991-94.6% | $4,675-97.7% | $2,728-96.0% |
| Participant deferral / active EE | $484 | $2,824-82.9% | $5,631-91.4% | $4,651-89.6% |
| Admin fee / account holder | $392 | $437-10.3% | $15,885-97.5% | $433-9.5% |