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| Provider | Service type | Compensation |
|---|---|---|
JEROME BRANCATO5+ years Service code 30 · EIN 22-3525303 | Employee (plan) | $87,889 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $22,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $2,035 |
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 | $122,758 | $67,598+81.6% | $75,906+61.7% | $77,775+57.8% |
| Participation rate | 97.4% | 69.6%+27.8pp | 69.3%+28.1pp | 73.2%+24.2pp |
| Annual return | 14.74% | 23.18%-8.4pp | 30.73%-16.0pp | 32.58%-17.8pp |
| Employer contribution / active EE | $8,268 | $2,430+240.3% | $2,501+230.5% | $2,504+230.2% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,604-100.0% | $3,966-100.0% |
| Admin fee / account holder | $296 | $96+207.5% | $5,421-94.5% | $100+196.0% |