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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW YORK LIFE INSURANCE Service code 27 51 MADISON AVE RM 251 · NEW YORK, NY 10010 | Advisory (Plan) | $45,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,187 |
Service code 27 1920 MAIN STREET SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,143 | $154,365-13.1% | $130,231+3.0% | $139,456-3.8% |
| Participation rate | 78.6% | 79.9%-1.4pp | 76.3%+2.3pp | 80.3%-1.8pp |
| Annual return | -52.12% | 30.34%-82.5pp | 38.77%-90.9pp | 373.45%-425.6pp |
| Employer contribution / active EE | $51,461 | $5,170+895.4% | $4,126+1147.3% | $4,753+982.8% |
| Participant deferral / active EE | $118,539 | $8,498+1294.8% | $6,799+1643.6% | $6,711+1666.2% |
| Admin fee / account holder | $1,087 | $9,214-88.2% | $6,020-81.9% | $11,407-90.5% |