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| Provider | Service type | Compensation |
|---|---|---|
JEROME BRANCATO4+ years Service code 30 · EIN 22-3525303 | Employee (plan) | $85,902 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $81,584 |
JOSEPH W. MCCARTHY & ASSOCIATES4+ years Filed as: JOSEPH RAGUSA Service code 30 · EIN 22-3525303 | Employee (plan) | $38,097 |
HAROLD MITTEL4+ years Filed as: HAROLD MCNAMARA Service code 30 · EIN 22-3525303 | Employee (plan) | $30,596 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $16,100 |
ROBERT H. BOGUCKI, P.C.4+ years Filed as: ROBERT BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $5,040 |
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 | $102,019 | $57,606+77.1% | $67,313+51.6% | $75,289+35.5% |
| Participation rate | 97.5% | 68.2%+29.3pp | 69.1%+28.4pp | 72.4%+25.1pp |
| Annual return | -2.56% | -0.47%-2.1pp | -4.08%+1.5pp | -0.04%-2.5pp |
| Employer contribution / active EE | $6,867 | $2,206+211.2% | $2,566+167.6% | $2,405+185.5% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $370 | $83+347.7% | $4,507-91.8% | $102+262.0% |