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| Provider | Service type | Compensation |
|---|---|---|
JEROME BRANCATO6+ years Service code 30 · EIN 22-3525303 | Employee (plan) | $88,813 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $22,000 |
ROBERT H. BOGUCKI, P.C.6+ years Filed as: ROBERT BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $7,310 |
GIBLIN & LYNCH1 year Service code 29 · EIN 86-2025575 | Legal | $6,378 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $1,282 |
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 | $139,719 | $74,462+87.6% | $81,988+70.4% | $90,274+54.8% |
| Participation rate | 97.4% | 69.7%+27.7pp | 69.3%+28.1pp | 73.4%+24.0pp |
| Annual return | 9.87% | 17.56%-7.7pp | 41.32%-31.4pp | 53.97%-44.1pp |
| Employer contribution / active EE | $8,078 | $2,334+246.1% | $2,499+223.3% | $2,523+220.1% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,723-100.0% | $4,231-100.0% |
| Admin fee / account holder | $288 | $98+193.7% | $5,666-94.9% | $114+152.3% |