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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW YORK LIFE TRUST COMPANY Service code 15 169 LACKAWANNA AVENUE · PARSIPPANY, NJ 07054 | Recordkeeping | $87,091 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 15 · EIN 38-2383171 | Recordkeeping | $21,300 |
THE BOGDAHN GROUP1+ years Service code 19 4901 VINELAND RD SUITE 6 · ORLANDO, FL 32811 | Securities Custodian | $19,917 |
YURCHYK & DAVIS CPA'S, INC.1+ years Service code 10 · EIN 34-1638235 | Accounting | $9,500 |
MACALA & PIATT, LLC1+ years Service code 29 · EIN 34-1933033 | Legal | $8,662 |
Service code 15 · EIN 27-2373591 | Recordkeeping | $6,524 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,439 | $39,859-11.1% | $78,676-55.0% | $57,658-38.5% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | -0.11% | 18.96%-19.1pp | 62.19%-62.3pp | 5.13%-5.2pp |
| Employer contribution / active EE | $3,512 | $1,786+96.7% | $2,850+23.2% | $1,974+77.9% |
| Participant deferral / active EE | $6 | $2,248-99.7% | $3,517-99.8% | $3,061-99.8% |
| Admin fee / account holder | $204 | $76+167.5% | $4,510-95.5% | $95+115.6% |