Filed November 18, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 NYLIM CENTER · PARSIPPANY, NJ 07054 | Investment Management | $523,753 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $301,089 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $60,021 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,607 | $78,852+23.8% | $76,768+27.1% | $75,289+29.6% |
| Participation rate | 94.2% | 85.0%+9.2pp | 77.0%+17.2pp | 72.4%+21.7pp |
| Annual return | -16.50% | -1.29%-15.2pp | 2.43%-18.9pp | -0.04%-16.5pp |
| Employer contribution / active EE | $2,467 | $2,794-11.7% | $2,485-0.7% | $2,405+2.6% |
| Participant deferral / active EE | $5,758 | $4,800+20.0% | $3,852+49.5% | $3,739+54.0% |
| Admin fee / account holder | $161 | $79+103.8% | $6,676-97.6% | $102+57.4% |