Filed July 7, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MASSA & ASSOCIATES, INC.3 years Service code 11 · EIN 11-2869312 100 N CENTRE AVE · ROCKVILLE CENTRE, NY 11570 | Actuarial | $11,130 |
Filed as: CBIZ CPAS P.C. Service code 16 · EIN 43-1947695 4 MANHATTANVILLE RD. · PURCHASE, NY 10577 | Consulting | $9,364 |
TIAA4 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Contract Administrator | $1,100 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,076 | $91,695+86.6% | $67,575+153.2% | $77,736+120.1% |
| Participation rate | 99.2% | 76.0%+23.1pp | 72.9%+26.3pp | 70.6%+28.6pp |
| Annual return | 12.90% | 14.88%-2.0pp | 3528.98%-3516.1pp | 31.26%-18.4pp |
| Employer contribution / active EE | $9,063 | $3,189+184.2% | $2,736+231.3% | $2,728+232.3% |
| Participant deferral / active EE | $7,232 | $3,912+84.8% | $4,003+80.6% | $4,651+55.5% |
| Admin fee / account holder | $36 | $245-85.3% | $3,993-99.1% | $433-91.7% |