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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NYLIFE SECURITIES LLC Service code 53 · EIN 27-0145686 | Insurance Commissions | $354,449 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $81,825 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
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 | $83,616 | $43,233+93.4% | $185,117-54.8% | $77,958+7.3% |
| Participation rate | 99.6% | 64.2%+35.3pp | 77.3%+22.3pp | 71.6%+27.9pp |
| Annual return | 16.28% | 20.43%-4.1pp | 40.50%-24.2pp | 20.87%-4.6pp |
| Employer contribution / active EE | $2,242 | $1,312+70.9% | $4,182-46.4% | $2,310-2.9% |
| Participant deferral / active EE | $4,567 | $2,912+56.8% | $5,045-9.5% | $3,537+29.1% |
| Admin fee / account holder | $35 | $95-62.8% | $8,159-99.6% | $97-63.6% |