Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-1139156 | Contract Administrator | $48,270 |
O'DONOGHUE & O'DONOGHUE4+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $28,583 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $28,247 |
Filed as: ASSOCIATED INSURANCE MANGEMENT Service code 22 · EIN 52-0893204 | Insurance Broker | $18,052 |
SARFINO AND RHOADES, LLP4+ years Service code 10 · EIN 52-0961657 | Accounting | $12,900 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,500 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $5,928 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
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 | $50,392 | $60,396-16.6% | $83,831-39.9% | $75,289-33.1% |
| Participation rate | 91.4% | 80.7%+10.6pp | 76.1%+15.2pp | 72.4%+18.9pp |
| Annual return | -6.21% | 3.84%-10.1pp | 850.99%-857.2pp | -0.04%-6.2pp |
| Employer contribution / active EE | $4,239 | $3,343+26.8% | $3,631+16.7% | $2,405+76.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $38 | $141-73.4% | $5,479-99.3% | $102-63.3% |