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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $370,456 |
SUMMIT FINANCIAL CORPORATION5+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $99,220 |
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $84,010 |
MSPC5+ years Service code 10 · EIN 22-2951202 | Accounting | $68,970 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $66,130 |
STONE CASTLE REALTY5+ years Service code 32 · EIN 13-2891975 | Direct payment from the plan; Real es... | $64,439 |
HUGH JOHNSON ADVISORS5+ years Service code 28 · EIN 43-2063831 | Investment Management | $52,764 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 258 SAW MILL RIVER ROAD · ELMSFORD, NY 10523 | Legal | $33,475 |
LEWIS, CLIFTON & NIKOLAIDIS5+ years Service code 29 · EIN 01-0803844 | Legal | $28,651 |
J.A. MARIANO AGENCY2 years 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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 19.27% | 33.70%-14.4pp | 14.64%+4.6pp | 53.27%-34.0pp |
| Employer contribution / active EE | $13,699 | $14,473-5.3% | $41,831-67.3% | $14,774-7.3% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |