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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 | $79,622 |
BENESYS, INC.1 year Service code 15 · EIN 38-2383171 | Recordkeeping | $21,795 |
THE BOGDAHN GROUP2+ years Service code 19 4901 VINELAND RD SUITE 6 · ORLANDO, FL 32811 | Securities Custodian | $20,000 |
YURCHYK & DAVIS CPA'S, INC.2+ years Service code 10 · EIN 34-1638235 | Accounting | $9,900 |
Service code 15 · EIN 27-2373591 | Recordkeeping | $8,748 |
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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $61,015 | $46,100+32.4% | $86,582-29.5% | $69,631-12.4% |
| Participation rate | 33.6% | 67.2%-33.6pp | 73.5%-40.0pp | 70.7%-37.1pp |
| Annual return | 10.51% | 21.02%-10.5pp | 965.08%-954.6pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $4,132 | $1,850+123.4% | $2,839+45.5% | $2,032+103.3% |
| Participant deferral / active EE | $4 | $2,432-99.8% | $3,609-99.9% | $3,224-99.9% |
| Admin fee / account holder | $299 | $94+218.6% | $4,904-93.9% | $110+170.7% |