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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN ASSOCIATES INC Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $64,336 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $45,278 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $21,000 |
HEALTH PLAN SYSTEMS, INC.6+ years Service code 16 · EIN 01-0589640 | Consulting | $15,820 |
COHEN & STEERS2 years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $6,255 |
AMALGAMATED BANK5 years Service code 19 · EIN 13-3369653 | Securities Custodian | $6,033 |
THE SEGAL COMPANY6+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $3,312 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,100-100.0% | $353,945-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | 15.48% | 9.86%+5.6pp | 10.57%+4.9pp | 259.14%-243.7pp |
| Employer contribution / active EE | $0 | $37,630-100.0% | $29,483-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,546-100.0% |