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 | $52,990 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,865 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $154,887 | $74,552+107.8% | $63,018+145.8% | $69,631+122.4% |
| Participation rate | 84.4% | 78.3%+6.1pp | 74.8%+9.6pp | 70.7%+13.7pp |
| Annual return | 11.89% | 15.77%-3.9pp | 87.62%-75.7pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $4,391 | $2,929+49.9% | $2,761+59.0% | $2,032+116.1% |
| Participant deferral / active EE | $5,441 | $2,974+82.9% | $3,330+63.4% | $3,224+68.8% |
| Admin fee / account holder | $145 | $59+143.3% | $3,601-96.0% | $110+30.9% |