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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 | Claims processing; Sales loads (front... | $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 | $98,776+4.3% | $119,126-13.5% | $89,670+14.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 9.43% | 9.25%+0.2pp | 282.11%-272.7pp | 19.66%-10.2pp |
| Employer contribution / active EE | $9,136 | $5,802+57.5% | $4,034+126.5% | $4,041+126.1% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $220 | $230-4.6% | $10,693-97.9% | $352-37.5% |