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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU5 years Filed as: LOCAL 3 NY ANNUITY ROCHESTER Service code 14 · EIN 16-1184581 | Plan Administrator | $189,923 |
LOCAL 1102 RWDSU5 years Filed as: LOCAL 3 NY ANNUITY BUFFALO Service code 14 · EIN 16-1184581 | Plan Administrator | $118,851 |
LOCAL 1102 RWDSU5 years Filed as: LOCAL 3 NY ANNUITY ITHACA Service code 14 · EIN 16-1184581 | Plan Administrator | $68,889 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $39,284 |
DECUSOFT2 years Service code 49 1150, 70 HILLTOP ROAD 1003 · RAMSEY, NJ 07446 | Other Services | $21,786 |
SLEVIN & HART, P.C.1 year Service code 29 1625 MASSACHUSETTS AVE., NW SUITE 4 · WASHINGTON, DC 20036 | Legal | $20,899 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES,INC Service code 49 333 WEST 34TH STREET · NEW YORK, NY 100012404 | Other Services | $17,664 |
Service code 29 · EIN 16-1278314 | Legal | $16,741 |
BONADIO & CO., LLP4 years Service code 10 · EIN 16-1131146 | Accounting | $12,542 |
Service code 49 · EIN 16-1005993 | Other Services | $5,832 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,383 | $81,719-40.8% | $101,275-52.2% | $90,274-46.4% |
| Participation rate | 82.4% | 80.7%+1.6pp | 75.8%+6.6pp | 73.4%+9.0pp |
| Annual return | 16.89% | 337.64%-320.7pp | 46.48%-29.6pp | 53.97%-37.1pp |
| Employer contribution / active EE | $1,185 | $3,622-67.3% | $3,660-67.6% | $2,523-53.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $129 | $162-20.1% | $5,948-97.8% | $114+13.4% |