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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $82,466 |
Filed as: MERRILL LYNCH Service code 16 717 5TH AVE FL 8 · NEW YORK, NY 10022 | Consulting | $20,000 |
OPERATING ENGINEERS FUNDS, INC.1+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $12,000 |
Service code 29 · EIN 95-4047729 | Legal | $11,557 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,540 | $49,105-96.9% | $92,916-98.3% | $89,609-98.3% |
| Participation rate | 79.9% | 79.0%+0.9pp | 76.0%+3.9pp | 69.6%+10.3pp |
| Annual return | 0.00% | 32.35%-32.3pp | 109.45%-109.4pp | 33.65%-33.7pp |
| Employer contribution / active EE | $1,209 | $3,373-64.1% | $3,654-66.9% | $2,584-53.2% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $10 | $93-88.9% | $5,796-99.8% | $72-85.6% |