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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP4+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $45,000 |
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 | Contract Administrator | $25,131 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,841 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928059 | Pension Consulting | $19,419 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $19,224 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROITMAN & COLEMAN Service code 29 · EIN 04-2489114 | Legal | $7,090 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,563 | $44,473+76.7% | $76,518+2.7% | $55,725+41.0% |
| Participation rate | 100.0% | 51.0%+49.0pp | 68.0%+32.0pp | 70.9%+29.1pp |
| Annual return | -4.87% | -2.01%-2.9pp | -0.27%-4.6pp | 244.93%-249.8pp |
| Employer contribution / active EE | $7,185 | $1,101+552.4% | $2,647+171.4% | $2,078+245.7% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,836-100.0% | $3,356-100.0% |
| Admin fee / account holder | $166 | $134+23.9% | $4,849-96.6% | $115+44.3% |