Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $93,533 |
MD SASS2+ years Filed as: MD SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 | Investment Management | $57,561 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $44,885 |
JODIANNE O'TOOLE1 year Service code 30 · EIN 13-5505746 | Direct payment from the plan; Employe... | $35,928 |
Service code 10 · EIN 47-0900880 | Accounting | $29,804 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
US BANK2+ years Filed as: US BANCORP ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $18,446 |
COHEN & STEERS2+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $12,013 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 3.42% | 4.82%-1.4pp | 3.97%-0.5pp | 7.18%-3.8pp |
| Employer contribution / active EE | $6,483 | $12,725-49.1% | $28,168-77.0% | $13,095-50.5% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |