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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE3+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $62,959 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $47,091 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $27,359 |
SARFINO AND RHOADES, LLP3+ years Service code 10 · EIN 52-0961657 | Accounting | $12,300 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $9,243 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,663 |
AMERICAN CENTURY1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,977 | $221,442-77.4% | $92,240-45.8% | $77,958-35.9% |
| Participation rate | 92.1% | 79.6%+12.5pp | 76.5%+15.6pp | 71.6%+20.4pp |
| Annual return | 17.42% | 15.65%+1.8pp | 176.29%-158.9pp | 20.87%-3.4pp |
| Employer contribution / active EE | $4,256 | $3,226+31.9% | $3,680+15.7% | $2,310+84.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $45 | $210-78.5% | $5,194-99.1% | $97-53.6% |