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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU7 years Filed as: LOCAL 3 NY ANNUITY ROCHESTER Service code 14 · EIN 16-1184581 | Plan Administrator | $173,617 |
LOCAL 1102 RWDSU7 years Filed as: LOCAL 3 NY ANNUITY BUFFALO Service code 14 · EIN 16-1184581 | Plan Administrator | $80,783 |
LOCAL 1102 RWDSU7 years Filed as: LOCAL 3 NY ANNUITY ITHACA Service code 14 · EIN 16-1184581 | Plan Administrator | $54,684 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $41,995 |
BONADIO & CO., LLP6 years Service code 10 · EIN 16-1131146 | Accounting | $23,012 |
SLEVIN & HART, P.C.3 years Service code 29 1625 MASSACHUSETTS AVE., NW SUITE 4 · WASHINGTON, DC 20036 | Legal | $18,418 |
Filed as: ARCARA ZUCARELLI & LENDA CPA Service code 10 · EIN 47-1793720 | Accounting | $12,073 |
DECUSOFT4 years Service code 49 1150, 70 HILLTOP ROAD 1003 · RAMSEY, NJ 07446 | Other Services | $10,505 |
Service code 49 · EIN 16-1005993 | Other Services | $5,832 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 14 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Plan Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,945 | $76,774-45.4% | $112,249-62.6% | $77,906-46.2% |
| Participation rate | 77.5% | 80.2%-2.6pp | 75.1%+2.5pp | 73.7%+3.8pp |
| Annual return | -15.98% | -10.25%-5.7pp | 27.48%-43.5pp | 12.16%-28.1pp |
| Employer contribution / active EE | $1,484 | $3,977-62.7% | $3,636-59.2% | $2,846-47.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $126 | $239-47.5% | $6,412-98.0% | $133-5.3% |