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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $30,879 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $22,148 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 | Accounting | $19,000 |
Filed as: MEYER, SUOZZI, ENGLISH & KLEIN PC Service code 29 · EIN 11-2340639 | Legal | $11,430 |
SAVASTA AND COMPANY, INC.3+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $7,164 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $5,939 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,991 | $89,739-40.9% | $149,716-64.6% | $62,293-14.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 1.28% | 21.01%-19.7pp | 1501.67%-1500.4pp | 28.90%-27.6pp |
| Employer contribution / active EE | $5,462 | $3,233+68.9% | $5,444+0.3% | $2,042+167.4% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $487 | $551-11.7% | $11,282-95.7% | $479+1.5% |