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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $665,426 |
Filed as: MERRILL LYNCH Service code 16 717 5TH AVE FL 8 · NEW YORK, NY 10022 | Consulting | $22,111 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $17,781 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $15,000 |
OPERATING ENGINEERS FUNDS, INC.3+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,314 | $65,673-90.4% | $109,191-94.2% | $106,520-94.1% |
| Participation rate | 86.1% | 82.6%+3.5pp | 75.9%+10.2pp | 71.3%+14.8pp |
| Annual return | 4.10% | 15.69%-11.6pp | 25.76%-21.7pp | 19.28%-15.2pp |
| Employer contribution / active EE | $2,694 | $4,042-33.4% | $3,723-27.6% | $2,840-5.2% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $45 | $107-57.9% | $6,756-99.3% | $75-39.6% |