Filed July 7, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MASSA & ASSOCIATES, INC.4 years Service code 11 · EIN 11-2869312 100 N CENTRE AVE · ROCKVILLE CENTRE, NY 11570 | Actuarial | $9,467 |
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Contract Administrator | $2,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,939 | $93,351+106.7% | $62,929+206.6% | $79,634+142.3% |
| Participation rate | 99.2% | 74.6%+24.5pp | 73.1%+26.0pp | 62.5%+36.7pp |
| Annual return | 15.39% | 14.37%+1.0pp | 1063.93%-1048.5pp | 36.46%-21.1pp |
| Employer contribution / active EE | $9,811 | $3,135+213.0% | $2,505+291.7% | $2,529+287.9% |
| Participant deferral / active EE | $7,777 | $3,921+98.3% | $3,888+100.0% | $3,835+102.8% |
| Admin fee / account holder | $21 | $229-90.6% | $5,065-99.6% | $1,002-97.9% |