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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $292,833 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $192,131 |
SUMMIT FINANCIAL CORPORATION9+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $89,400 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $81,482 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 258 SAW MILL RIVER ROAD · ELMSFORD, NY 10523 | Legal | $77,441 |
MSPC9+ years Service code 10 · EIN 22-2951202 | Accounting | $56,976 |
STONE CASTLE REALTY9+ years Service code 32 · EIN 13-2891975 | Real estate brokerage; Direct payment... | $28,893 |
J.A. MARIANO AGENCY6 years Service code 23 679 LANDIS AVE · BRIDGETON, NJ 08302 | Direct payment from the plan; Insuran... | $18,188 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 16.02% | 11.26%+4.8pp | 12.68%+3.3pp | 37.74%-21.7pp |
| Employer contribution / active EE | $16,248 | $10,658+52.4% | $41,609-61.0% | $15,788+2.9% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |