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| Provider | Service type | Compensation |
|---|---|---|
JEROME BRANCATO7+ years Service code 30 · EIN 22-3525303 | Employee (plan) | $91,490 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $22,000 |
GIBLIN & LYNCH2 years Service code 29 · EIN 86-2025575 | Legal | $10,098 |
ROBERT H. BOGUCKI, P.C.7+ years Filed as: ROBERT BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $6,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $1,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,258 | $78,339+107.1% | $85,708+89.3% | $93,010+74.5% |
| Participation rate | 97.4% | 72.5%+24.9pp | 69.9%+27.5pp | 73.9%+23.5pp |
| Annual return | 11.71% | 21.17%-9.5pp | 21.49%-9.8pp | 158.70%-147.0pp |
| Employer contribution / active EE | $11,414 | $2,560+345.8% | $2,618+335.9% | $2,705+321.9% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,922-100.0% | $4,561-100.0% |
| Admin fee / account holder | $287 | $104+176.1% | $6,876-95.8% | $152+89.1% |