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| Provider | Service type | Compensation |
|---|---|---|
PPS PENSION & FINANCIAL SERVICES1+ years Filed as: PPS PENSION AND FINANCIAL SERVICES Service code 13 · EIN 16-1062503 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Contract Administrator | $3,297 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,825 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH L DILEO Service code 53 300 CORPORATE PARKWAY STE 216N · AMHERST, NY 14226 | Insurance Commissions | $0 |
Filed as: MASSACHSETTS MUTUAL LIFE INSURANCE Service code 72 | Other investment fees and expenses | $0 |
Filed as: MASSCHUSETTS MUTUAL LIFE INSURANCE Service code 72 | Other investment fees and expenses | $0 |
Filed as: ROBIN M TOMASULA Service code 53 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,637 | $57,108-42.9% | $94,224-65.4% | $52,331-37.6% |
| Participation rate | 45.0% | 72.9%-27.9pp | 78.8%-33.7pp | 68.1%-23.1pp |
| Annual return | -1.42% | 1.47%-2.9pp | 10.68%-12.1pp | 4.54%-6.0pp |
| Employer contribution / active EE | $171 | $1,735-90.2% | $3,587-95.2% | $1,882-90.9% |
| Participant deferral / active EE | $1,311 | $3,040-56.9% | $4,320-69.6% | $3,022-56.6% |
| Admin fee / account holder | $19 | $546-96.5% | $6,269-99.7% | $592-96.8% |