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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 19 · EIN 04-1590850 | Securities Custodian | $54,043 |
REYNOLDS CONSULTING SERVICES9 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 11-2558102 | Advisory (Plan) | $37,100 |
MSPC9 years Service code 10 · EIN 22-2951202 | Accounting | $28,148 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 | Actuarial | $15,000 |
Service code 29 · EIN 13-4212610 | Legal | $11,400 |
Filed as: 1024 MCKINLEY ST LLC Service code 49 1024 MCKINLEY STREET · PEEKSKILL, NY 105665604 | Other Services | $6,099 |
DMI BOOKKEEPING & ACCOUNTING5 years Service code 15 · EIN 20-2400574 | Recordkeeping | $6,000 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,070 | $106,351+44.9% | $105,223+46.4% | $103,975+48.2% |
| Participation rate | 52.9% | 80.0%-27.1pp | 75.0%-22.2pp | 72.5%-19.7pp |
| Annual return | 9.61% | 11.69%-2.1pp | 180.65%-171.0pp | 19.41%-9.8pp |
| Employer contribution / active EE | $5,420 | $5,336+1.6% | $3,689+46.9% | $3,722+45.6% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $252 | $316-20.2% | $8,859-97.2% | $332-24.2% |