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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN Service code 27 · EIN 13-2889432 | Advisory (Plan) | $73,329 |
RIDGEWORTH3+ years Filed as: MONTAG & CALDWELL Service code 27 · EIN 26-3165863 | Advisory (Plan) | $71,082 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1835864 | Actuarial | $61,165 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $56,918 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 27 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Advisory (Plan) | $50,335 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART PARTNERS Service code 27 · EIN 39-1711628 | Advisory (Plan) | $48,432 |
CAMBIAR INVESTORS LLC2 years Service code 27 · EIN 84-1596610 | Advisory (Plan) | $39,512 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 16 · EIN 11-2558102 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Consulting | $35,850 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 13-4212610 | Legal | $24,840 |
MSPC2 years Filed as: MSPC CERTIFIED PUBLIC ACCTS AND ADV Service code 10 · EIN 22-2951202 | Accounting | $12,324 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.16% | 4.25%+3.9pp | -752.26%+760.4pp | 0.19%+8.0pp |
| Employer contribution / active EE | $8,961 | $11,906-24.7% | $31,802-71.8% | $13,763-34.9% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |