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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $43,750 |
Service code 29 · EIN 16-1278314 | Legal | $30,654 |
Filed as: ARCARA ZUCARELLI & LENDA CPA Service code 10 · EIN 47-1793720 | Accounting | $22,753 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $19,300 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES,INC Service code 49 333 WEST 34TH STREET · NEW YORK, NY 100012404 | Other Services | $18,157 |
DECUSOFT1 year Service code 49 1150, 70 HILLTOP ROAD 1003 · RAMSEY, NJ 07446 | Other Services | $16,198 |
Filed as: BAC LOCAL 3 NY BUILDING CORP Service code 49 · EIN 82-0864921 | Other Services | $8,748 |
Service code 49 · EIN 16-1005993 | Other Services | $8,628 |
BAC LOCAL 3 UNION3 years Service code 49 · EIN 16-1612238 | Other Services | $6,821 |
LOCAL 1102 RWDSU4 years Filed as: LOCAL 3 NY ANNUITY BUFFALO 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 | $41,471 | $66,051-37.2% | $92,909-55.4% | $77,775-46.7% |
| Participation rate | 84.9% | 81.0%+4.0pp | 76.0%+8.9pp | 73.2%+11.7pp |
| Annual return | 18.37% | 20.69%-2.3pp | 109.44%-91.1pp | 32.58%-14.2pp |
| Employer contribution / active EE | $1,281 | $3,426-62.6% | $3,653-64.9% | $2,504-48.8% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $166 | $148+12.1% | $5,795-97.1% | $100+65.5% |