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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $415,966 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $112,898 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $109,437 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $96,275 |
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-1444342 | Investment Management | $72,417 |
STONE CASTLE REALTY1+ years Service code 32 · EIN 13-2891975 | Real estate brokerage | $57,476 |
LEWIS, CLIFTON & NIKOLAIDIS1+ years Service code 29 · EIN 01-0803844 | Legal | $50,358 |
MSPC1+ years Service code 10 · EIN 22-2951202 | Accounting | $42,516 |
HUGH JOHNSON ADVISORS1+ years Service code 28 · EIN 43-2063831 | Investment Management | $40,237 |
DAVID KRAMER1+ years Service code 29 · EIN 13-3290525 | Legal | $19,949 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.12% | 0.06%-1.2pp | -0.81%-0.3pp | -0.60%-0.5pp |
| Employer contribution / active EE | $15,914 | $14,206+12.0% | $38,425-58.6% | $12,272+29.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |