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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $390,209 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $116,439 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $98,509 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $90,660 |
STONE CASTLE REALTY4+ years Service code 32 · EIN 13-2891975 | Direct payment from the plan; Real es... | $61,547 |
LEWIS, CLIFTON & NIKOLAIDIS4+ years Service code 29 · EIN 01-0803844 | Legal | $58,370 |
MSPC4+ years Service code 10 · EIN 22-2951202 | Accounting | $55,897 |
HUGH JOHNSON ADVISORS4+ years Service code 28 · EIN 43-2063831 | Investment Management | $43,883 |
J.A. MARIANO AGENCY1 year Service code 23 679 LANDIS AVE · BRIDGETON, NJ 08302 | Insurance services; Direct payment fr... | $16,800 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -3.60% | -1.12%-2.5pp | -2.18%-1.4pp | 0.19%-3.8pp |
| Employer contribution / active EE | $14,312 | $12,052+18.8% | $38,751-63.1% | $13,763+4.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |