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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $253,377 |
Filed as: NYLIFE SECURITIES LLC Service code 53 · EIN 27-0145686 | Insurance Commissions | $163,431 |
Service code 49 · EIN 04-1590850 | Other Services | $87,636 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-2745039 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $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 | $91,045 | $48,072+89.4% | $182,575-50.1% | $77,775+17.1% |
| Participation rate | 99.5% | 64.3%+35.2pp | 78.0%+21.5pp | 73.2%+26.3pp |
| Annual return | 19.36% | 31.26%-11.9pp | 148.60%-129.2pp | 32.58%-13.2pp |
| Employer contribution / active EE | $4,173 | $1,453+187.1% | $4,077+2.4% | $2,504+66.6% |
| Participant deferral / active EE | $5,153 | $3,209+60.6% | $5,526-6.8% | $3,966+29.9% |
| Admin fee / account holder | $34 | $131-74.0% | $8,595-99.6% | $100-65.9% |