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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 22 · EIN 55-2206685 | Insurance Broker | $1,516 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $146 |
Filed as: NYLIFE SECURITIES Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,541 | $75,760-72.9% | $123,105-83.3% | $59,188-65.3% |
| Participation rate | 25.7% | 86.0%-60.4pp | 86.8%-61.1pp | 69.4%-43.7pp |
| Annual return | 5.11% | 2.93%+2.2pp | 13.22%-8.1pp | 5.51%-0.4pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $5,151-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,070 | $5,000-58.6% | $6,229-66.8% | $3,265-36.6% |
| Admin fee / account holder | $7 | $61-89.0% | $9,014-99.9% | $92-92.7% |