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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $116,528 |
JEROME BRANCATO3+ years Service code 30 · EIN 22-3525303 | Employee (plan) | $81,956 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Filed as: JOSEPH RAGUSA Service code 30 · EIN 22-3525303 | Employee (plan) | $36,969 |
HAROLD MITTEL3+ years Filed as: HAROLD MCNAMARA Service code 30 · EIN 22-3525303 | Employee (plan) | $30,061 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $17,100 |
ROBERT H. BOGUCKI, P.C.3+ years Filed as: ROBERT BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $7,105 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,945 | $65,292+54.6% | $71,671+40.8% | $77,958+29.5% |
| Participation rate | 97.4% | 67.4%+30.0pp | 68.7%+28.7pp | 71.6%+25.8pp |
| Annual return | 11.32% | 21.25%-9.9pp | 20.65%-9.3pp | 20.87%-9.5pp |
| Employer contribution / active EE | $6,696 | $2,085+221.2% | $2,460+172.2% | $2,310+189.8% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $376 | $84+345.3% | $5,558-93.2% | $97+286.2% |