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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $78,716 |
MARCO CONSULTING GROUP6+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $45,000 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928059 | Pension Consulting | $34,000 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ROITMAN & COLEMAN Service code 29 · EIN 04-2489114 | Legal | $26,155 |
BENESYS, INC.5 years Service code 13 · EIN 38-2383171 | Contract Administrator | $24,636 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,463 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,055 | $46,219+131.6% | $89,414+19.7% | $90,274+18.6% |
| Participation rate | 94.2% | 44.9%+49.3pp | 68.0%+26.2pp | 73.4%+20.8pp |
| Annual return | 12.30% | 25.71%-13.4pp | 245.50%-233.2pp | 53.97%-41.7pp |
| Employer contribution / active EE | $6,161 | $953+546.5% | $2,586+138.2% | $2,523+144.2% |
| Participant deferral / active EE | $0 | $2,136-100.0% | $3,890-100.0% | $4,231-100.0% |
| Admin fee / account holder | $230 | $147+56.8% | $4,883-95.3% | $114+101.8% |