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| Provider | Service type | Compensation |
|---|---|---|
JEROME BRANCATO10+ years Service code 30 · EIN 22-3525303 | Direct payment from the plan; Employe... | $105,036 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE BUENO Service code 30 · EIN 22-3525303 | Employee (plan); Direct payment from ... | $46,279 |
ANDREW FAIR, ESQ.3 years Filed as: ANDREW CROSS Service code 30 · EIN 22-3525303 | Employee (plan); Direct payment from ... | $35,565 |
TRACEY SCOTT2 years Filed as: TRACEY BIONDI Service code 30 · EIN 22-3525303 | Employee (plan); Direct payment from ... | $27,785 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $22,000 |
MEDICUS IT LLC1 year Filed as: MEDICUS IT, LLC Service code 16 · EIN 82-0781296 | Consulting | $10,094 |
ROBERT H. BOGUCKI, P.C.10+ years Filed as: ROBERT BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $9,308 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $216,656 | $81,301+166.5% | $76,030+185.0% | $200,096+8.3% |
| Participation rate | 87.2% | 70.1%+17.1pp | 69.1%+18.1pp | 72.0%+15.2pp |
| Annual return | 10.05% | 16.31%-6.3pp | 361.54%-351.5pp | 34.26%-24.2pp |
| Employer contribution / active EE | $12,631 | $3,352+276.8% | $2,688+370.0% | $3,038+315.8% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,257-100.0% | $5,090-100.0% |
| Admin fee / account holder | $412 | $145+184.2% | $6,421-93.6% | $269+53.1% |