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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS PC Service code 13 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Contract Administrator | $17,080 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,659 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $283 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,946 | $46,100-6.8% | $86,582-50.4% | $69,631-38.3% |
| Participation rate | 94.9% | 67.2%+27.7pp | 73.5%+21.4pp | 70.7%+24.2pp |
| Annual return | 16.00% | 21.02%-5.0pp | 965.08%-949.1pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,770 | $1,850-4.3% | $2,839-37.7% | $2,032-12.9% |
| Participant deferral / active EE | $2,425 | $2,432-0.3% | $3,609-32.8% | $3,224-24.8% |
| Admin fee / account holder | $12 | $94-87.7% | $4,904-99.8% | $110-89.5% |