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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.4+ years Service code 51 · EIN 13-2889432 377 BROADWAY 8 · NEW YORK, NY 10013 | Investment Mgmt Fees | $105,675 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 51 · EIN 43-1273600 70 WEST MADISON STREET, 24TH FLOOR · CHICAGO, IL 60062 | Investment Mgmt Fees | $103,493 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT Service code 51 · EIN 52-1296988 525 WASHINGTON BLVD., SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $95,313 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 ONE FINANCAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $51,422 |
Service code 51 · EIN 04-2955404 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Mgmt Fees | $46,928 |
CITIZENS BANK4+ years Filed as: RBS CITIZENS, NA Service code 18 · EIN 05-6073921 10 TRIPPS LANE RTL 125 · RIVERSIDE, RI 02915 | Custodial (other than securities); Cu... | $43,837 |
SEAGAL MARCO ADVISORS1 year Service code 16 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Consulting | $39,841 |
REID & RIEGE, P.C.4+ years Filed as: REID & RIEGE, PC Service code 29 · EIN 06-0867204 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Legal | $31,004 |
ELIZABETH HOLLYWOOD1 year Filed as: ELIZABETH GIBSON Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $29,281 |
E CRAIG YOUNG3 years Filed as: CRAIG TAYLOR Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $28,427 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,758 | $60,396-60.7% | $83,831-71.7% | $75,289-68.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -2.87% | 3.84%-6.7pp | 850.99%-853.9pp | -0.04%-2.8pp |
| Employer contribution / active EE | $2,877 | $3,343-13.9% | $3,631-20.8% | $2,405+19.6% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $168 | $141+19.1% | $5,479-96.9% | $102+64.4% |