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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 51 · EIN 04-1590850 | Investment Mgmt Fees | $122,820 |
JOHN GARDINER7+ years Service code 30 · EIN 36-6551011 | Employee (plan) | $71,130 |
JOHNSON & KROL, LLC7+ years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $43,580 |
KINGA PILCH2 years Service code 30 · EIN 36-6551011 | Employee (plan) | $35,194 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $31,000 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 | Accounting | $26,000 |
DANIEL AND HENRY CO7+ years Filed as: DANIEL AND HENRY CO. Service code 23 · EIN 43-0634945 | Insurance services | $24,541 |
BANSLEY AND KIENER, LLP7+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $12,998 |
BOND BROTHERS2 years Filed as: BOND BROTHERS & CO. INC. Service code 49 · EIN 36-2433269 | Other Services | $5,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $177,231 | $88,770+99.7% | $109,191+62.3% | $93,010+90.6% |
| Participation rate | 62.0% | 81.5%-19.5pp | 75.9%-13.9pp | 73.9%-11.9pp |
| Annual return | 7.65% | 60.64%-53.0pp | 25.76%-18.1pp | 158.70%-151.1pp |
| Employer contribution / active EE | $8,562 | $3,780+126.5% | $3,723+130.0% | $2,705+216.5% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $189 | $172+10.0% | $6,756-97.2% | $152+25.0% |