Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NYLIFE SECURITIES LLC Service code 53 · EIN 27-0145686 | Insurance Commissions | $361,672 |
Service code 49 · EIN 04-1590850 | Other Services | $84,917 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,714 | $38,058+106.8% | $169,452-53.5% | $75,289+4.5% |
| Participation rate | 99.5% | 65.1%+34.4pp | 77.8%+21.7pp | 72.4%+27.1pp |
| Annual return | -4.52% | -2.88%-1.6pp | 1.83%-6.4pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3,339 | $1,478+125.8% | $4,157-19.7% | $2,405+38.8% |
| Participant deferral / active EE | $5,055 | $3,201+57.9% | $5,277-4.2% | $3,739+35.2% |
| Admin fee / account holder | $35 | $85-58.7% | $9,110-99.6% | $102-65.6% |