Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $252,168 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $35,000 |
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 | Accounting | $24,957 |
Service code 29 · EIN 16-1278314 | Legal | $17,690 |
Filed as: ARCARA ZUCARELLI LENDA & STRAKA CPA Service code 10 · EIN 47-1793720 | Accounting | $13,202 |
Filed as: BAC LOCAL 3 NY BUILDING CORP Service code 49 · EIN 82-0864921 | Other Services | $11,831 |
BAC LOCAL 3 UNION2 years Service code 49 · EIN 16-1612238 | Other Services | $8,354 |
Service code 49 · EIN 16-1005993 | Other Services | $8,242 |
LOCAL 1102 RWDSU3 years Filed as: LOCAL 3 NY ANNUITY BUFFALO Service code 10 · EIN 16-1184581 | Accounting | $0 |
LOCAL 1102 RWDSU3 years Filed as: LOCAL 3 NY ANNUITY ITHACA Service code 14 · EIN 16-1184581 | Plan Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,809 | $60,396-37.4% | $83,831-54.9% | $75,289-49.8% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.1%+6.3pp | 72.4%+10.0pp |
| Annual return | -3.95% | 3.84%-7.8pp | 850.99%-854.9pp | -0.04%-3.9pp |
| Employer contribution / active EE | $1,355 | $3,343-59.5% | $3,631-62.7% | $2,405-43.7% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $162 | $141+14.8% | $5,479-97.0% | $102+58.5% |