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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: GRAYSTONE CONSULTING MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $470,025 |
BLACKROCK9+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT, LL Service code 28 · EIN 20-5319476 | Investment Management | $346,294 |
SAGE ADVISORY SERVICES9+ years Filed as: SAGE ADVISORY SERVICES LLC Service code 28 · EIN 74-2798841 | Investment Management | $159,000 |
JEROME BRANCATO9+ years Service code 30 · EIN 13-1939129 | Employee (plan) | $124,791 |
FIRST STATE TRUST COMPANY9+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $93,903 |
SAVASTA AND COMPANY, INC.9+ years Filed as: SAVASTA AND COMPANY INC. Service code 11 · EIN 13-3879959 | Actuarial | $77,000 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 15-1578842 | Accounting | $52,000 |
GEORGE JOHNSON & COMPANY4 years Filed as: GEORGE BUENO Service code 30 · EIN 13-1939129 | Employee (plan) | $43,598 |
BAIRD FUNDS9+ years Filed as: ROBERT H BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $35,800 |
ANDREW FAIR, ESQ.2 years Filed as: ANDREW CROSS Service code 30 · EIN 13-1939129 | Employee (plan) | $34,287 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 12.72% | 10.13%+2.6pp | 78.62%-65.9pp | 9.11%+3.6pp |
| Employer contribution / active EE | $15,851 | $13,162+20.4% | $31,646-49.9% | $12,231+29.6% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |