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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $171,375 |
LOCAL 1102 RWDSU1 year Filed as: LOCAL 3 NY ANNUITY BUFFALO Service code 10 · EIN 16-1184581 | Accounting | $140,734 |
Service code 29 · EIN 16-1278314 | Legal | $35,922 |
Filed as: ARCARA ZUCARELLI LENDA & STRAKA CPA Service code 10 · EIN 47-1793720 | Accounting | $31,074 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA LLP Service code 29 42 DELAWARE AVE 120 · BUFFALO, NY 14202 | Legal | $21,978 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN BILLER Service code 27 · EIN 94-2854958 | Advisory (Plan) | $8,333 |
LOCAL 1102 RWDSU1 year Filed as: LOCAL 3 NY ANNUITY ITHACA Service code 10 · EIN 16-1184581 | Accounting | $0 |
LOCAL 1102 RWDSU1 year Filed as: LOCAL 3 NY ANNUITY ROCHESTER Service code 14 · EIN 16-1184581 | Plan Administrator | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-3371778 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,456 | $54,392-33.0% | $84,753-57.0% | $63,975-43.0% |
| Participation rate | 87.2% | 76.9%+10.3pp | 76.6%+10.6pp | 71.1%+16.1pp |
| Annual return | 3.96% | 611.38%-607.4pp | 22.78%-18.8pp | 48.65%-44.7pp |
| Employer contribution / active EE | $1,273 | $2,943-56.7% | $3,574-64.4% | $2,182-41.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $154 | $136+13.4% | $5,333-97.1% | $70+118.6% |