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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $44,520 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 16 · EIN 11-2558102 | Consulting | $31,550 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $18,812 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $15,000 |
Service code 29 · EIN 13-4212610 | Legal | $10,846 |
MSPC2 years Service code 10 · EIN 22-2951202 | Accounting | $8,371 |
Filed as: 1024 MCKINLEY ST LLC Service code 50 1024 MCKINLEY STREET · PEEKSKILL, NY 105665604 | Direct Payment | $6,165 |
AMERICAN FUNDS1 year Service code 52 · EIN 22-1557722 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,834 | $60,396+52.1% | $83,830+9.5% | $75,289+22.0% |
| Participation rate | 97.8% | 80.7%+17.1pp | 76.1%+21.7pp | 72.4%+25.4pp |
| Annual return | -1.24% | 3.84%-5.1pp | 850.97%-852.2pp | -0.04%-1.2pp |
| Employer contribution / active EE | $6,738 | $3,343+101.6% | $3,631+85.6% | $2,405+180.2% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $224 | $141+58.7% | $5,479-95.9% | $102+119.1% |