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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $377,426 |
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $211,048 |
SUMMIT FINANCIAL CORPORATION6+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $96,500 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $79,972 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 258 SAW MILL RIVER ROAD · ELMSFORD, NY 10523 | Legal | $70,342 |
STONE CASTLE REALTY6+ years Service code 32 · EIN 13-2891975 | Direct payment from the plan; Real es... | $63,702 |
MSPC6+ years Service code 10 · EIN 22-2951202 | Accounting | $50,758 |
J.A. MARIANO AGENCY3 years Service code 23 679 LANDIS AVE · BRIDGETON, NJ 08302 | Direct payment from the plan; Insuran... | $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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 13.31% | 9.58%+3.7pp | 9.52%+3.8pp | 11.45%+1.9pp |
| Employer contribution / active EE | $11,807 | $21,155-44.2% | $41,951-71.9% | $17,219-31.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |