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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,756 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 15 · EIN 13-5582869 51 MADISON AVENUE · NEW YORK CITY, NY 10010 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,208 | $78,690-47.6% | $161,489-74.5% | $87,485-52.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 10.39% | 32.74%-22.3pp | 89.72%-79.3pp | 26.06%-15.7pp |
| Employer contribution / active EE | $1,493 | $2,588-42.3% | $4,268-65.0% | $2,596-42.5% |
| Participant deferral / active EE | $1,703 | $3,311-48.6% | $5,630-69.8% | $4,274-60.2% |
| Admin fee / account holder | $13 | $6,724-99.8% | $16,006-99.9% | $7,775-99.8% |