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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $317,647 |
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $223,081 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $89,400 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $79,668 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 258 SAW MILL RIVER ROAD · ELMSFORD, NY 10523 | Legal | $73,173 |
MSPC10+ years Service code 10 · EIN 22-2951202 | Accounting | $68,576 |
STONE CASTLE REALTY10+ years Service code 32 · EIN 13-2891975 | Direct payment from the plan; Real es... | $41,170 |
J.A. MARIANO AGENCY7 years Service code 23 679 LANDIS AVE · BRIDGETON, NJ 08302 | Direct payment from the plan; Insuran... | $19,409 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 14.80% | 8.04%+6.8pp | 9.17%+5.6pp | 8.76%+6.0pp |
| Employer contribution / active EE | $14,131 | $10,583+33.5% | $40,523-65.1% | $16,664-15.2% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |