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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $365,971 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $109,142 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $99,644 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $89,400 |
LEWIS, CLIFTON & NIKOLAIDIS2+ years Service code 29 · EIN 01-0803844 | Legal | $69,373 |
MSPC2+ years Service code 10 · EIN 22-2951202 | Accounting | $65,054 |
WRIGHT INVESTORS SERVICE2+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-1444342 | Investment Management | $59,642 |
STONE CASTLE REALTY2+ years Service code 32 · EIN 13-2891975 | Real estate brokerage | $56,958 |
HUGH JOHNSON ADVISORS2+ years Service code 28 · EIN 43-2063831 | Investment Management | $44,955 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 1.93% | 5.13%-3.2pp | 4.74%-2.8pp | 7.18%-5.3pp |
| Employer contribution / active EE | $18,359 | $14,689+25.0% | $36,089-49.1% | $13,095+40.2% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |