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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE6+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $42,863 |
Service code 13 · EIN 52-1139156 | Contract Administrator | $37,971 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $29,896 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $15,510 |
SARFINO AND RHOADES, LLP6+ years Service code 10 · EIN 52-0961657 | Accounting | $14,400 |
Service code 13 302 KNIGHTS RUN AVE STE 1100 · TAMPA, FL 33602 | Contract Administrator | $12,866 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,494 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $9,922 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,357 | $73,497+1.2% | $101,275-26.6% | $93,223-20.2% |
| Participation rate | 91.8% | 84.5%+7.3pp | 75.8%+16.0pp | 74.9%+16.9pp |
| Annual return | 16.23% | 11.66%+4.6pp | 46.46%-30.2pp | 19.29%-3.1pp |
| Employer contribution / active EE | $4,659 | $3,600+29.4% | $3,660+27.3% | $2,680+73.9% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $43 | $121-64.6% | $5,948-99.3% | $79-45.9% |