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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $109,146 |
JEROME BRANCATO2+ years Service code 30 · EIN 22-3525303 | Employee (plan) | $79,702 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH RAGUSA Service code 30 · EIN 22-3525303 | Employee (plan) | $35,467 |
HAROLD MITTEL2+ years Filed as: HAROLD MCNAMARA Service code 30 · EIN 22-3525303 | Employee (plan) | $28,825 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $16,100 |
ROBERT H. BOGUCKI, P.C.2+ years Filed as: ROBERT BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $9,765 |
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 | $86,926 | $168,231-48.3% | $67,836+28.1% | $63,975+35.9% |
| Participation rate | 97.7% | 66.8%+30.9pp | 68.8%+28.9pp | 71.1%+26.5pp |
| Annual return | 6.37% | 11.76%-5.4pp | 138.49%-132.1pp | 48.65%-42.3pp |
| Employer contribution / active EE | $6,560 | $1,907+244.0% | $2,404+172.9% | $2,182+200.7% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $360 | $81+346.8% | $4,621-92.2% | $70+410.8% |