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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $67,718 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $63,525 |
BMO HARRIS BANK NA3+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $54,509 |
COHEN & STEERS3+ years Filed as: COHEN, WEISS AND SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $43,841 |
DIANA PUGLISI3+ years Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $35,210 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $34,214 |
SHARON HUANG3+ years Filed as: SHARON DIMARIA Service code 30 · EIN 11-1880353 | Direct payment from the plan; Employe... | $31,850 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $26,707 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS CONSULTING SERVICE, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $15,650 |
WAGNER & ZWERMAN LLP1 year Filed as: WAGNER AND ZWERMAN, LLP Service code 10 201 OLD COUNTRY ROAD, SUITE 202 · MELVILLE, NY 11747 | Accounting | $10,495 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $158,640-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 22.2%-22.2pp | 1.9%-1.9pp |
| Annual return | 15.28% | 23.90%-8.6pp | 10.66%+4.6pp | 23.90%-8.6pp |
| Employer contribution / active EE | $7,385 | $16,539-55.4% | $30,880-76.1% | $16,539-55.4% |
| Participant deferral / active EE | $0 | $350-100.0% | $65-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,478-100.0% | $18,975-100.0% |