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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE1+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 53-0120528 | Legal | $49,932 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $44,826 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $26,291 |
SARFINO AND RHOADES, LLP1+ years Service code 10 · EIN 52-0961657 | Accounting | $11,000 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $7,947 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,091 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,652 | $55,516-21.4% | $75,784-42.4% | $59,188-26.2% |
| Participation rate | 92.5% | 73.6%+18.8pp | 75.8%+16.6pp | 69.4%+23.0pp |
| Annual return | 0.27% | -1.89%+2.2pp | 9.68%-9.4pp | 5.51%-5.2pp |
| Employer contribution / active EE | $4,006 | $2,604+53.9% | $3,323+20.5% | $2,098+91.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $49 | $110-55.6% | $5,300-99.1% | $92-47.0% |