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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $52,236 |
O'DONOGHUE & O'DONOGHUE7+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $31,681 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $30,910 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $16,759 |
SARFINO AND RHOADES, LLP7+ years Service code 10 · EIN 52-0961657 | Accounting | $15,285 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,480 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $9,752 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA5 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 | $85,777 | $80,412+6.7% | $109,191-21.4% | $101,555-15.5% |
| Participation rate | 92.0% | 84.4%+7.6pp | 75.9%+16.1pp | 74.5%+17.5pp |
| Annual return | 15.31% | 16.17%-0.9pp | 25.76%-10.5pp | 21.00%-5.7pp |
| Employer contribution / active EE | $4,940 | $3,731+32.4% | $3,723+32.7% | $2,972+66.2% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $36 | $135-73.0% | $6,756-99.5% | $139-73.9% |