Filed August 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST STATE INVESTORS Service code 27 10 EAST 53RD STREET · NEW YORK, NY 10022 | Advisory (Plan) | $175,613 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 10480 LITTLE PAWTUXENT PARKWAY · COLUMBIA, MD 21044 | Advisory (Plan) | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 16.95% | 12.03%+4.9pp | 12.93%+4.0pp | 13.59%+3.4pp |
| Employer contribution / active EE | $0 | $19,417-100.0% | $35,210-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |