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| Provider | Service type | Compensation |
|---|---|---|
JEROME BRANCATO9+ years Service code 30 · EIN 22-3525303 | Employee (plan) | $99,833 |
ANDREW FAIR, ESQ.2 years Filed as: ANDREW CROSS Service code 30 · EIN 22-3525303 | Employee (plan) | $34,287 |
TRACEY SCOTT1 year Filed as: TRACEY BIONDI Service code 30 · EIN 22-3525303 | Employee (plan) | $26,770 |
THE SEGAL COMPANY9+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $10,000 |
GIBLIN & LYNCH4 years Service code 29 · EIN 86-2025575 | Legal | $8,089 |
ROBERT H. BOGUCKI, P.C.9+ years Filed as: ROBERT BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $5,210 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $161,617 | $70,115+130.5% | $70,589+129.0% | $80,187+101.6% |
| Participation rate | 78.2% | 71.7%+6.6pp | 68.4%+9.9pp | 72.9%+5.3pp |
| Annual return | 12.83% | 134.51%-121.7pp | 32.80%-20.0pp | 40.40%-27.6pp |
| Employer contribution / active EE | $9,881 | $3,021+227.1% | $2,977+231.9% | $2,980+231.6% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,569-100.0% | $5,016-100.0% |
| Admin fee / account holder | $304 | $112+171.0% | $6,430-95.3% | $145+109.8% |