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 | $51,781 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,280 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,624 | $70,083+134.9% | $59,878+174.9% | $55,725+195.4% |
| Participation rate | 82.9% | 78.4%+4.5pp | 74.7%+8.2pp | 70.9%+12.0pp |
| Annual return | 11.31% | 3.13%+8.2pp | 3.46%+7.8pp | 244.93%-233.6pp |
| Employer contribution / active EE | $4,151 | $2,878+44.2% | $2,722+52.5% | $2,078+99.7% |
| Participant deferral / active EE | $5,192 | $3,079+68.6% | $3,402+52.6% | $3,356+54.7% |
| Admin fee / account holder | $92 | $70+30.3% | $3,590-97.4% | $115-20.5% |