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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $429,532 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $104,900 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $89,400 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $81,977 |
LEWIS, CLIFTON & NIKOLAIDIS3+ years Service code 29 · EIN 01-0803844 | Legal | $81,693 |
STONE CASTLE REALTY3+ years Service code 32 · EIN 13-2891975 | Real estate brokerage | $54,924 |
MSPC3+ years Service code 10 · EIN 22-2951202 | Accounting | $54,855 |
HUGH JOHNSON ADVISORS3+ years Service code 28 · EIN 43-2063831 | Investment Management | $44,892 |
WRIGHT INVESTORS SERVICE3+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-1444342 | Investment Management | $7,151 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 10.27% | 13.03%-2.8pp | 10.36%-0.1pp | 23.90%-13.6pp |
| Employer contribution / active EE | $15,425 | $15,779-2.2% | $37,738-59.1% | $16,539-6.7% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |