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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $133,977 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $68,720 |
MD SASS7 years Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $45,631 |
LISA LINDAUER6 years Filed as: LISA GASTON Service code 30 · EIN 13-5505746 | Employee (plan); Direct payment from ... | $43,835 |
JODIANNE O'TOOLE9 years Service code 30 · EIN 13-5505746 | Employee (plan); Direct payment from ... | $40,699 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $37,024 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $27,833 |
US BANK7 years Filed as: US BANK N.A. Service code 19 · EIN 31-2646110 | Securities Custodian | $18,851 |
COHEN & STEERS10+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $9,400 |
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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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 13.89% | 8.76%+5.1pp | 7.19%+6.7pp | 8.76%+5.1pp |
| Employer contribution / active EE | $10,393 | $16,664-37.6% | $35,958-71.1% | $16,664-37.6% |
| Participant deferral / active EE | $0 | $948-100.0% | $162-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |