Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JEROME BRANCATO1+ years Service code 30 · EIN 22-3525303 | Employee (plan) | $78,955 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $52,144 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH RAGUSA Service code 30 · EIN 22-3525303 | Employee (plan) | $35,433 |
HAROLD MITTEL1+ years Filed as: HAROLD MCNAMARA Service code 30 · EIN 22-3525303 | Employee (plan) | $27,925 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $16,100 |
ROBERT H. BOGUCKI, P.C.1+ years Filed as: ROBERT BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $8,128 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,636 | $54,281+46.7% | $60,547+31.5% | $59,188+34.5% |
| Participation rate | 97.2% | 66.8%+30.4pp | 68.0%+29.2pp | 69.4%+27.8pp |
| Annual return | 1.03% | 1.74%-0.7pp | 335.64%-334.6pp | 5.51%-4.5pp |
| Employer contribution / active EE | $6,736 | $2,031+231.6% | $2,419+178.4% | $2,098+221.1% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $3,328-100.0% | $3,265-100.0% |
| Admin fee / account holder | $331 | $64+412.4% | $4,536-92.7% | $92+258.4% |