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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $364,039 |
Filed as: MERRILL LYNCH Service code 16 717 5TH AVE FL 8 · NEW YORK, NY 10022 | Consulting | $40,000 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $15,000 |
OPERATING ENGINEERS FUNDS, INC.2+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $12,000 |
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 | $3,443 | $52,155-93.4% | $101,275-96.6% | $106,273-96.8% |
| Participation rate | 83.6% | 81.2%+2.4pp | 75.8%+7.7pp | 70.8%+12.8pp |
| Annual return | 5.80% | 13.07%-7.3pp | 46.46%-40.7pp | 21.70%-15.9pp |
| Employer contribution / active EE | $1,717 | $3,414-49.7% | $3,660-53.1% | $2,722-36.9% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $25 | $102-75.6% | $5,948-99.6% | $78-68.4% |