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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $343,886 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $248,739 |
SUMMIT FINANCIAL CORPORATION7+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $90,760 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $79,204 |
MSPC7+ years Service code 10 · EIN 22-2951202 | Accounting | $70,681 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 258 SAW MILL RIVER ROAD · ELMSFORD, NY 10523 | Legal | $64,770 |
STONE CASTLE REALTY7+ years Service code 32 · EIN 13-2891975 | Real estate brokerage; Direct payment... | $60,760 |
J.A. MARIANO AGENCY4 years Service code 23 679 LANDIS AVE · BRIDGETON, NJ 08302 | Insurance services; Direct payment fr... | $17,494 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 14.04% | 11.84%+2.2pp | 8.95%+5.1pp | 13.24%+0.8pp |
| Employer contribution / active EE | $13,723 | $12,426+10.4% | $46,559-70.5% | $14,616-6.1% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |