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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOC, INC. Service code 28 · EIN 13-2889432 377 BROADWAY 8TH FLOOR · NEW YORK, NY 10013 | Investment Management | $146,241 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1133 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Advisory (Plan) | $36,228 |
SUZANNE AHEARN1+ years Service code 14 · EIN 13-3498896 41 KNOLLWOOD ROAD · ELMSFORD, NY 10523 | Plan Administrator | $34,657 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 99 FOUNDERS PLAZA 3RD FLOOR · EAST HARTFORD, CT 06108 | Securities Custodian | $18,100 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $16,000 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $13,200 |
WAGNER & ZWERMAN LLP1+ years Filed as: WAGNER & ZWERMAN, LLP Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $10,823 |
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 | $68,413-100.0% | $123,105-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 86.8%-86.8pp | 69.2%-69.2pp |
| Annual return | 0.75% | 6.30%-5.5pp | 13.22%-12.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $5,181 | $3,050+69.8% | $5,151+0.6% | $1,899+172.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |