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| Provider | Service type | Compensation |
|---|---|---|
JEROME BRANCATO8+ years Service code 30 · EIN 22-3525303 | Employee (plan) | $94,072 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW CROSS Service code 30 · EIN 22-3525303 | Employee (plan) | $32,023 |
GIBLIN & LYNCH3 years Service code 29 · EIN 86-2025575 | Legal | $29,022 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $22,000 |
ROBERT H. BOGUCKI, P.C.8+ years Filed as: ROBERT BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $8,480 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,131 | $63,321+140.3% | $68,815+121.1% | $77,906+95.3% |
| Participation rate | 97.7% | 71.1%+26.5pp | 69.0%+28.6pp | 73.7%+24.0pp |
| Annual return | -9.12% | -6.50%-2.6pp | -6.37%-2.8pp | 12.16%-21.3pp |
| Employer contribution / active EE | $12,195 | $2,794+336.5% | $2,656+359.1% | $2,846+328.4% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,943-100.0% | $4,805-100.0% |
| Admin fee / account holder | $330 | $104+216.1% | $4,936-93.3% | $133+148.6% |