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: NEW YORK LIFE TRUST COMPANY Service code 28 169 LACKAWANNA AVENUE · PARSIPPANY, NJ 07054 | Investment Management | $71,559 |
BENESYS, INC.2 years Service code 15 · EIN 38-2383171 | Recordkeeping | $22,455 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 19 4901 VINELAND RD SUITE 6 · ORLANDO, FL 32811 | Securities Custodian | $20,583 |
YURCHYK & DAVIS CPA'S, INC.3+ years Service code 10 · EIN 34-1638235 | Accounting | $9,900 |
Service code 15 · EIN 27-2373591 | Recordkeeping | $7,586 |
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.
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 | $68,645 | $37,884+81.2% | $79,476-13.6% | $75,289-8.8% |
| Participation rate | 53.5% | 65.0%-11.5pp | 73.3%-19.8pp | 72.4%-18.9pp |
| Annual return | 7.65% | 1.06%+6.6pp | 718.21%-710.6pp | -0.04%+7.7pp |
| Employer contribution / active EE | $2,648 | $1,680+57.6% | $2,800-5.4% | $2,405+10.1% |
| Participant deferral / active EE | $3 | $2,569-99.9% | $3,704-99.9% | $3,739-99.9% |
| Admin fee / account holder | $287 | $77+274.8% | $5,113-94.4% | $102+180.5% |