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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-1139156 | Contract Administrator | $49,596 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $29,131 |
O'DONOGHUE & O'DONOGHUE5+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $27,024 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $15,259 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,137 |
SARFINO AND RHOADES, LLP5+ years Service code 10 · EIN 52-0961657 | Accounting | $13,500 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $6,426 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,180 | $66,051-4.3% | $92,916-32.0% | $77,775-18.8% |
| Participation rate | 91.6% | 81.0%+10.7pp | 76.0%+15.6pp | 73.2%+18.4pp |
| Annual return | 22.66% | 20.69%+2.0pp | 109.45%-86.8pp | 32.58%-9.9pp |
| Employer contribution / active EE | $4,590 | $3,426+34.0% | $3,654+25.6% | $2,504+83.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $37 | $148-75.3% | $5,796-99.4% | $100-63.5% |