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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.7+ years Service code 51 · EIN 13-2889432 377 BROADWAY 8 · NEW YORK, NY 10013 | Investment Mgmt Fees | $202,130 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 51 · EIN 43-1273600 70 WEST MADISON STREET, 24TH FLOOR · CHICAGO, IL 60062 | Investment Mgmt Fees | $150,402 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 ONE FINANCAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $123,297 |
INCOME RESEARCH & MANAGEMENT4 years Service code 51 · EIN 04-2955404 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Mgmt Fees | $115,038 |
CITIZENS BANK7+ years Filed as: RBS CITIZENS, NA Service code 18 · EIN 05-6073921 10 TRIPPS LANE RTL 125 · RIVERSIDE, RI 02915 | Custodial (securities); Custodial (ot... | $57,491 |
DIANE FITZBERGER7+ years Filed as: DIANE KLOBUKOWSKI Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $41,022 |
THE SEGAL COMPANY7+ years Service code 16 · EIN 13-1835864 30 WATERSIDE DR, SUITE 300 · FARMINGTON, CT 06032 | Consulting | $40,706 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $38,000 |
LISA LINDAUER2 years Filed as: LISA GIBSON Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $30,124 |
RICKY FREE3 years Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $29,424 |
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 | $35,019 | $88,770-60.6% | $109,191-67.9% | $93,010-62.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 10.64% | 60.64%-50.0pp | 25.76%-15.1pp | 158.70%-148.1pp |
| Employer contribution / active EE | $5,274 | $3,780+39.5% | $3,723+41.7% | $2,705+95.0% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $207 | $172+20.3% | $6,756-96.9% | $152+36.7% |