Filed December 18, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 · EIN 13-5582869 | Investment Management | $33,665 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | - |
| Annual return | 3.21% | 55.68%-52.5pp | -38.86%+42.1pp | - |
| Employer contribution / active EE | $1,879 | $21,727-91.4% | $37,756-95.0% | - |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $16,942-100.0% | - |