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| 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 | $86,050-52.1% | $189,758-78.3% | $94,015-56.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 10.39% | 17.77%-7.4pp | 52.62%-42.2pp | 17.84%-7.4pp |
| Employer contribution / active EE | $1,493 | $2,819-47.0% | $4,767-68.7% | $2,790-46.5% |
| Participant deferral / active EE | $1,703 | $3,349-49.1% | $5,856-70.9% | $4,249-59.9% |
| Admin fee / account holder | $13 | $6,627-99.8% | $20,388-99.9% | $8,951-99.9% |