Filed August 3, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $46,347 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,430 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,208 | $68,408+107.9% | $57,196+148.6% | $57,658+146.6% |
| Participation rate | 81.7% | 79.1%+2.6pp | 75.3%+6.4pp | 70.2%+11.5pp |
| Annual return | 3.35% | 8.51%-5.2pp | 14.59%-11.2pp | 5.13%-1.8pp |
| Employer contribution / active EE | $4,118 | $2,869+43.5% | $2,683+53.5% | $1,974+108.6% |
| Participant deferral / active EE | $5,161 | $2,903+77.8% | $3,096+66.7% | $3,061+68.6% |
| Admin fee / account holder | $134 | $70+92.7% | $3,141-95.7% | $95+42.0% |