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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS AND STEAMFITTERS LOCAL 7 A10+ years Service code 49 · EIN 90-0127434 18 AVIS DRIVE · LATHAM, NY 12110 | Other Services | $263,506 |
Service code 12 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Participant loan processing; Recordke... | $73,633 |
MPC CAPITAL ADVISORS LLC10+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $25,645 |
BLITMAN & KING6 years Service code 29 · EIN 16-1047304 800 TROY SCHENECTADY RD, 2ND FLOOR · LATHAM, NY 121102424 | Legal | $17,138 |
Filed as: MENGEL, METZGER, BARR & CO., LLP Service code 10 · EIN 16-1092347 100 CHESTNUT STREET, SUITE 1200 · ROCHESTER, NY 14604 | Accounting | $14,350 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,996 | $98,273+4.8% | $150,734-31.7% | $85,660+20.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 9.43% | 7.62%+1.8pp | 600.81%-591.4pp | 19.52%-10.1pp |
| Employer contribution / active EE | $9,136 | $5,764+58.5% | $4,918+85.8% | $4,199+117.6% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $220 | $226-2.6% | $14,905-98.5% | $224-1.8% |