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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $317,608 |
STACEY BRAUN ASSOCIATES, INC.8+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $207,011 |
SUMMIT FINANCIAL CORPORATION8+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $89,400 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 258 SAW MILL RIVER ROAD · ELMSFORD, NY 10523 | Legal | $78,539 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $77,007 |
MSPC8+ years Service code 10 · EIN 22-2951202 | Accounting | $61,952 |
STONE CASTLE REALTY8+ years Service code 32 · EIN 13-2891975 | Real estate brokerage; Direct payment... | $29,988 |
J.A. MARIANO AGENCY5 years Service code 23 679 LANDIS AVE · BRIDGETON, NJ 08302 | Insurance services; Direct payment fr... | $18,567 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -15.22% | 38.53%-53.7pp | -3.21%-12.0pp | 2.77%-18.0pp |
| Employer contribution / active EE | $14,146 | $14,659-3.5% | $46,051-69.3% | $15,262-7.3% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |