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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-1139156 | Contract Administrator | $46,057 |
O'DONOGHUE & O'DONOGHUE2+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $38,095 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $26,650 |
SARFINO AND RHOADES, LLP2+ years Service code 10 · EIN 52-0961657 | Accounting | $11,800 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $6,737 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,820 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,757 | $54,392-19.6% | $84,753-48.4% | $63,975-31.6% |
| Participation rate | 92.3% | 76.9%+15.4pp | 76.6%+15.7pp | 71.1%+21.1pp |
| Annual return | 8.30% | 611.38%-603.1pp | 22.78%-14.5pp | 48.65%-40.4pp |
| Employer contribution / active EE | $4,127 | $2,943+40.2% | $3,574+15.5% | $2,182+89.2% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $40 | $136-70.7% | $5,333-99.3% | $70-43.4% |