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 |
|---|---|---|
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Claims processing; Participant loan 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 | $76,407-46.1% | $150,298-72.6% | $82,448-50.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.39% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,493 | $2,614-42.9% | $4,154-64.1% | $2,551-41.5% |
| Participant deferral / active EE | $1,703 | $3,214-47.0% | $5,453-68.8% | $4,139-58.9% |
| Admin fee / account holder | $13 | $6,352-99.8% | $14,116-99.9% | $7,234-99.8% |